Senior Financial Consultant

5 days ago


Red Deer, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a Senior Financial Consultant to join our team at Scotiabank in Canada. As a Senior Financial Consultant, you will be responsible for providing exceptional service to our customers and building strong relationships with them.

Key Responsibilities
  • Take a proactive approach to discovering customer needs and listening to understand their requirements
  • Educate customers on relevant financial insights and expert advice
  • Build comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurture long-standing relationships with customers
  • Develop and grow branch business by delivering against individual and team sales goals that support a positive customer experience
Requirements
  • A proven ability to meet and exceed sales targets in a fast-paced environment
  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions
  • A Mutual Funds licence and completed CIFP Diploma
What We Offer
  • A competitive compensation package of $120,000 - $150,000 per year, depending on experience
  • Opportunities for growth and development within the company
  • A collaborative and innovative work environment
  • A chance to make a difference in our communities through Scotiabank's community investment programs


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