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Senior Financial Consultant

1 week ago

Mississauga, Ontario, Canada Scotiabank Full time

About the Role:

As a Senior Financial Advisor at Scotiabank, you will be an essential member of our Canadian Banking Branch network. Your primary focus will be to provide exceptional service throughout the customer's journey by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.

Your Key Responsibilities:

  • Taking a proactive approach to discovering customer needs and understanding their requests.
  • Educating customers on relevant insights and expert advice.
  • Building comprehensive plans using a holistic approach to help customers achieve their goals.
  • Nurturing strong, long-standing relationships with customers.
  • Developing, retaining, and growing branch business by delivering against individual and team sales goals that support a positive customer experience.

Requirements:

  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions.
  • The ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals.
  • A Mutual Funds licence and completed CIFP Diploma.

Benefits:

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities – for you and our customers.