Senior Financial Advisor

2 days 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.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals
  • Provide expert advice on investment and borrowing solutions, ensuring clients make informed decisions
  • Build and maintain strong relationships with clients, delivering exceptional customer service and support
  • Work collaboratively with colleagues to achieve sales goals and drive business growth

Requirements

  • Proven experience 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 develop and implement effective financial plans
  • Mutual Funds licence and completed CIFP Diploma

What We Offer

  • A competitive compensation and benefits package
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and supportive work environment, with opportunities to work with a diverse range of colleagues and clients
  • The chance to make a real difference in the lives of our customers, helping them achieve their financial goals and aspirations

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 clients across the country, helping them achieve their financial goals and aspirations.

About Scotiabank

At Scotiabank, we're committed to making a positive impact in the communities we serve. We believe in the importance of diversity and inclusion, and are dedicated to creating a workplace that is welcoming and inclusive for all employees.

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