Financial Services Expert
1 week ago
Requisition ID: 202300
Scotiabank is a purpose-driven organization that fosters a winning team environment, committed to delivering exceptional results in an inclusive and high-performing culture.
Role Overview:
As a Senior Financial Advisor at Scotiabank, you will be responsible for providing expert advice and personalized financial strategies to our customers. You will focus on building strong relationships with your clients, understanding their needs, and developing comprehensive plans to help them achieve their goals.
Main Responsibilities:
- Take a proactive approach to discovering customer needs and listening to understand their requirements
- Educate customers on relevant insights and expert advice
- Build comprehensive plans using a holistic approach to help customers achieve their goals
- Nurture long-standing relationships
- Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience
Requirements:
- 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
- The proven ability to meet and exceed sales targets in a fast-paced environment aligned to a customer's stated goals
- A Mutual Funds licence and completed CIFP Diploma
What We Offer:
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
- A competitive compensation package, estimated at around $80,000-$100,000 per year, based on location and experience
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance, with opportunities for growth and development within the company
- You'll receive clear, transparent criteria to progress in your career
- You won't need to wait for a vacancy in your branch or move to another branch to elevate your career
About Scotiabank:
At Scotiabank, we're committed to helping employees build their futures, where they can be themselves and win together. With a performance-oriented culture that includes coaching, learning, and development, there are endless possibilities for growth and success.
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