Senior Financial Services Professional

6 days ago


Whitby, Canada Scotiabank Full time
About the Role

Senior Financial Advisor plays a key role in delivering exceptional customer experiences, helping customers achieve their financial goals through tailored advice and solutions.

  • Proactively identify customer needs, understand requirements, and provide expert guidance on financial matters.
  • Educate customers on various financial products and services, offering personalized recommendations to meet their unique needs.

Key Responsibilities:

  • Benchmark customer relationships by fostering trust, empathy, and open communication.
  • Develop comprehensive plans to address customer financial objectives, incorporating day-to-day banking, investments, and borrowing solutions.
  • Meet and exceed sales targets in a fast-paced environment, ensuring alignment with customer-stated goals.

Requirements:

  • Drive strong customer relationships, leveraging strategic thinking to develop personalized financial strategies.
  • Possess a Mutual Funds license and completed CIFP Diploma, demonstrating expertise in financial planning.

What We Offer:

  • A dynamic work environment where you can grow professionally, working collaboratively with innovative thinkers.
  • A competitive compensation and benefits package, aligned with industry standards.
  • An organization committed to making a positive impact in our communities, for both employees and customers.

With Scotiabank's commitment to diversity and inclusion, we value the unique skills and experiences each individual brings. If you require accommodations during the recruitment process, please let us know. Apply directly online for consideration.



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