Senior Financial Advisor

2 weeks ago


Trenton, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong, long-standing relationships.

Key Responsibilities
  • Customer-Centric Approach: Take a proactive approach to discovering customer needs, listening to understand their requirements, and providing relevant insights and expert advice.
  • Financial Planning: Build comprehensive plans using a holistic approach to help customers achieve their financial goals.
  • Sales and Business Development: Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience.
  • Relationship Building: Nurture strong, long-standing relationships with customers and develop a deep understanding of their financial needs.
Requirements
  • Strategic Mindset: Possess a strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  • Financial Expertise: Have a proven ability to meet and exceed sales targets in a fast-paced environment that aligns with customer goals.
  • Professional Certifications: Hold a Mutual Funds license and completed CIFP Diploma.
What We Offer
  • Collaborative Team Environment: Join a forward-thinking organization where you will be surrounded by a collaborative team of innovative thinkers.
  • Competitive Compensation and Benefits: Receive a competitive compensation and benefits package.
  • Opportunities for Growth and Development: Enjoy opportunities for growth and development, including clear, transparent criteria for career progression and internal training to support your growth and development.


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