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Senior Financial Advisor
2 months ago
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 exceptional service and building strong relationships with our customers.
Key Responsibilities:
- Take a proactive approach to understanding customer needs and providing personalized financial solutions.
- Develop and implement comprehensive financial plans that meet customer goals and objectives.
- Build and maintain strong relationships with customers through regular communication and follow-up.
- Work collaboratively with the branch team to achieve sales goals and deliver a positive customer experience.
Requirements:
- Proven ability to build strong customer relationships and meet sales targets.
- Strong knowledge of financial products and services, including investments and borrowing solutions.
- Ability to work in a fast-paced environment and adapt to changing customer needs.
- Mutual Funds licence and working towards CIFP Diploma.
What We Offer:
- A competitive compensation and benefits package.
- Opportunities for career growth and development.
- A collaborative and inclusive work environment.
- Recognition and rewards for high-performance.
Location: Canada, British Columbia, Vancouver
Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We value diversity and inclusion, and are committed to creating an accessible and inclusive environment for all employees.
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