Senior Financial Advisor

3 days ago


Timmins, Ontario, Canada Scotiabank - Global Banking and Markets Full time

About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities

  • Customer Relationship Building
    • Develop and maintain strong relationships with our customers to understand their financial needs and goals.
    • Provide personalized financial advice and solutions to help customers achieve their objectives.
  • Financial Planning and Advice
    • Assess customers' financial situations and provide recommendations for investment and borrowing solutions.
    • Develop and implement comprehensive financial plans to help customers achieve their goals.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and providing value-added financial solutions.
    • Identify and pursue new business opportunities to grow the branch business.

Requirements

  • Education and Certifications
    • Hold a Mutual Funds licence and completed CIFP Diploma.
  • Skills and Experience
    • Proven ability to build strong customer relationships and meet sales targets in a fast-paced environment.
    • Strategic mindset and ability to develop personalized financial strategies.

What We Offer

  • Opportunity to Join a Leading Financial Institution
    • Join a forward-thinking organization where you will be surrounded by a collaborative team of innovative thinkers.
  • Professional Development and Growth
    • Opportunities for professional growth and development through training and mentorship.
  • Recognition and Rewards
    • Recognition and rewards for high-performance and contributions to the team.


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