Senior Financial Advisor

Responsibilities

• Proactively discover customer needs by listening and understanding their financial goals
• Educate customers by providing relevant insights and expert financial advice
• Build comprehensive, holistic financial plans covering banking, investments, and borrowing
• Nurture strong, long-standing customer relationships to ensure long-term loyalty
• Develop and grow branch business by meeting individual and team sales targets

Requirements

• Mutual Funds licence
• Completed CIFP Diploma
• Strategic mindset for developing personalized financial strategies
• Proven ability to meet and exceed sales targets in a fast-paced environment
• Strong drive to build and maintain customer relationships

Benefits

• Competitive compensation and benefits package
• Opportunities for professional growth, coaching, and internal training
• Recognition and rewards for high performance
• A collaborative and inclusive work culture

About the Company

Scotiabank is a leading bank in the Americas, dedicated to helping customers, families, and communities achieve success through a broad range of financial products and services.