Senior Financial Advisor – Bracebridge (Part-Time)

Superprof; Bracebridge; On-site; CAD 91,000 - 129,000; Part time

Benefits offered by this job

Competitive compensation

Benefits package

Career growth opportunities

Job summary

Scotiabank in Bracebridge, Ontario is seeking a Senior Financial Advisor to join the Canadian Banking Branch network. You will help clients build comprehensive financial plans, combining day-to-day banking, investments and borrowing solutions, while delivering exceptional service throughout the customer journey.

If you are sales-driven, client-focused and licensed to manage mutual funds with CIFP completion, you will thrive in our collaborative team.

Qualifications

• The applicant has a Mutual Funds licence and completed CIFP Diploma.
• Strong ability to build long-term client relationships and strategic financial planning.
• Proven track record of meeting or exceeding sales targets in banking.

Responsibilities

• Identify client needs and develop personalized financial plans across day-to-day banking, investments and borrowing.
• Educate clients with relevant insights and expert advice.
• Nurture and grow relationships to retain customers and support branch goals.
• Deliver against individual and team sales targets within a fast-paced banking environment.
• Collaborate with colleagues to provide a seamless customer journey.

Job description

Scotiabank in Bracebridge, Ontario is seeking a Senior Financial Advisor to join the Canadian Banking Branch network. You will help clients build comprehensive financial plans, combining day-to-day banking, investments and borrowing solutions, while delivering exceptional service throughout the customer journey.

If you are sales-driven, client-focused and licensed to manage mutual funds with CIFP completion, you will thrive in our collaborative team.