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Senior Financial Advisor

2 months ago


Barrie, Ontario, Canada Scotiabank Full time
About the Role

**Senior Financial Advisor Opportunity**

We are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for customers, including day-to-day banking, investments, and borrowing solutions.
  • Build and maintain strong relationships with customers, understanding their needs and providing expert advice to help them achieve their goals.
  • Meet and exceed sales targets in a fast-paced environment, delivering a positive customer experience.
  • Collaborate with colleagues to develop and implement business strategies, driving growth and revenue.
Requirements
  • Proven track record of success in a financial services role, 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 develop and implement effective financial plans.
  • Relevant certifications, such as a Mutual Funds license and CIFP Diploma.
What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive compensation package, including bonuses and benefits.
  • Access to cutting-edge technology and tools, to help you succeed in your role.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that values and respects all employees.