Senior Financial Specialist

7 days ago

Kitchener, Ontario, Canada Scotiabank Full time

Requisition ID: 209583

About the role

Senior Financial Advisor
We are seeking a Senior Financial Advisor to provide exceptional service to our customers by building strong relationships and delivering personalized financial strategies.

Key responsibilities:

  • Discover customer needs and provide expert advice on day-to-day banking, investments, and borrowing solutions.
  • Educate customers on relevant insights and help them achieve their financial goals.
  • Nurture long-standing relationships and develop comprehensive plans using a holistic approach.
  • Meet and exceed sales targets in a fast-paced environment while delivering a positive customer experience.

Requirements:

  • Proven ability to build strong customer relationships and meet sales targets.
  • Strategic mindset to develop personalized financial strategies.
  • Mutual Funds licence and completed CIFP Diploma.

What we offer:

  • A competitive compensation and benefits package.
  • A collaborative team of innovative thinkers.
  • Support for career growth and development through internal training and meaningful development conversations.

Location(s): Canada : Ontario : Kitchener || Canada : Ontario : Ayr || Canada : Ontario : Cambridge || Canada : Ontario : Guelph || Canada : Ontario : Waterloo

At Scotiabank, we help our customers achieve success through a broad range of advice, products, and services. We value diversity and inclusion and are committed to creating an accessible environment for everyone.

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