About this role
Senior Financial Advisor at Scotiabank within the Canadian Banking Branch network, focused on delivering exceptional service and helping customers build comprehensive financial plans. You’ll connect with customers, educate with insights, and develop long-term relationships to help customers achieve their goals.
What You'll Do
- Take a proactive approach to discovering customer needs, listening to understand what they are asking for
- Educate customers, providing relevant insights and expert advice
- Build customers’ comprehensive plans using a holistic approach to help them achieve their goals
- Nurture strong, long-standing relationships
- Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience
What We're Looking For
- Appetite and drive to build strong customer relationships
- Strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
- Proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals
- Mutual Funds licence and completed CIFP Diploma
Compensation & Benefits
- Competitive compensation and benefits package
- An organization committed to making a difference in communities, with leadership support, meaningful development conversations, and internal training to support growth
- Recognition and rewards for high performance
- Clear, transparent criteria to progress in your career; you won’t need to wait for a vacancy to elevate your career