Senior Financial Advisor - Bracebridge, ON

Scotiabank; Bracebridge; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Career advancement opportunities

Collaborative team environment

Job summary

A leading financial institution in Bracebridge is seeking a Senior Financial Advisor to build strong customer relationships and develop personalized financial strategies. The successful candidate will have a Mutual Funds licence and CIFP Diploma, with the ability to meet sales targets in a dynamic environment. The organization offers a competitive compensation and benefits package, along with career advancement opportunities in a collaborative team setting.

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Proactively discover customer needs and provide expert advice.
• Build comprehensive financial plans for customers.
• Develop and grow branch business by achieving sales goals.

Skills

Customer relationship building

Sales target achievement

Strategic mindset

Education

Mutual Funds licence

CIFP Diploma

Job description

About the role

Senior Financial Advisor.

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
• Educating our customers, providing relevant insights and expert advice.
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals.
• Nurturing strong, long-standing relationships.
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

What you need to succeed

• The appetite and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals.
• A Mutual Funds licence and completed CIFP Diploma.

What we’re offering

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities—for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location: Bracebridge, Ontario, Canada