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Senior Financial Advisor

2 months ago

Old Toronto, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Conduct thorough financial needs analyses to understand customers' financial situations and goals.
  • Develop and implement comprehensive financial plans to help customers achieve their financial objectives.
  • Provide expert advice on investment products and services, including mutual funds, stocks, and other investment vehicles.
  • Build and maintain strong relationships with customers, providing ongoing support and guidance to help them achieve their financial goals.
  • Meet and exceed sales targets, delivering exceptional customer service and building a loyal customer base.

Requirements

  • Proven track record of success in financial services, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, meeting sales targets and delivering exceptional customer service.
  • Relevant certifications, such as a Mutual Funds license and CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • A collaborative and supportive work environment, with opportunities for professional growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that values and respects all employees.
  • Opportunities to make a meaningful impact on our customers' lives and contribute to the success of Scotiabank.