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Senior Financial Advisor

2 months ago

Orillia, Ontario, Canada Scotiabank Full time
About the Role

Senior Financial Advisor

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, investments, and borrowing solutions.

Key Responsibilities

  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals
  • Provide expert advice on investment and borrowing solutions, including mutual funds and other financial products
  • Build and maintain strong relationships with clients, understanding their financial situations and providing personalized service
  • Meet and exceed sales targets, delivering exceptional customer experiences and driving business growth

Requirements

  • Proven track record of success in financial services, with a strong understanding of banking and investment products
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations
  • Mutual Funds licence and completed CIFP Diploma

What We Offer

  • A competitive compensation and benefits package, including opportunities for career advancement and professional development
  • A collaborative and inclusive work environment, with a focus on teamwork and customer satisfaction
  • The opportunity to make a meaningful impact on our customers' lives, helping them achieve their financial goals and build a better future

Location

Scotiabank is a leading bank in the Americas, with a presence in Canada and around the world. As a Senior Financial Advisor, you'll have the opportunity to work with a diverse range of clients and colleagues, helping to drive business growth and achieve our company's goals.