Senior Financial Advisor

2 months ago


Port Stanley, Ontario, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide expert advice and guidance on financial products and services to help customers achieve their objectives.
  • Build and implement comprehensive financial plans that meet the unique needs of each customer.
  • Identify and pursue business opportunities to grow the customer base and increase revenue.

Requirements:

  • Proven ability to build and maintain strong customer relationships.
  • Strong understanding of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Ability to meet and exceed sales targets in a fast-paced environment.
  • Relevant certifications and licenses, such as a Mutual Funds license and CIFP Diploma.

What We Offer:

  • A dynamic and collaborative work environment that fosters innovation and growth.
  • A competitive compensation and benefits package that recognizes and rewards high performance.
  • Ongoing training and development opportunities to support career advancement and professional growth.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that values and respects all employees.


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