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Senior Financial Consultant

2 months ago

Mount Pearl, Newfoundland and Labrador, Canada Scotiabank Full time
About the Role

Overview

As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.

Key Responsibilities

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice and solutions.
  • Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to meet customer goals.
  • Provide expert advice on investment products, including mutual funds, stocks, and other investment vehicles.
  • Work closely with customers to develop and implement strategies for achieving their financial objectives.
  • Stay up-to-date on market trends, economic conditions, and regulatory changes to provide informed advice to customers.

Requirements

  • Proven track record of success in a financial services role, with a strong understanding of investment products and financial planning principles.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Relevant certifications, such as a Mutual Funds license and CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package, including a comprehensive pension plan and employee stock purchase program.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A collaborative and inclusive work environment, with a diverse team of professionals who share a passion for delivering exceptional customer service.
  • The chance to make a meaningful impact on the lives of our customers, helping them achieve their financial goals and build a brighter future.