Senior Financial Specialist
2 weeks ago
Requisition ID: 209583
About the roleSenior 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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