Senior Financial Advisor — Build Client Wealth & Plans

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

Job summary

A well-known bank in Canada is seeking a Senior Financial Advisor in Kitchener, ON. The role emphasizes building strong customer relationships and developing personalized financial strategies to meet client needs. Candidates should possess a Mutual Funds license and a CIFP Diploma, with a proven record of achieving sales targets. Competitive compensation, career advancement opportunities, and a commitment to community impact are offered.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Supportive leadership

Qualifications

• Proven ability to develop personalized financial strategies including banking and investment solutions.
• Experience in meeting and exceeding sales targets in a fast-paced environment.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers and provide relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.
• Develop, retain, and grow branch business against sales goals.

Skills

Strong customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds license

CIFP Diploma

Job description

A well-known bank in Canada is seeking a Senior Financial Advisor in Kitchener, ON. The role emphasizes building strong customer relationships and developing personalized financial strategies to meet client needs. Candidates should possess a Mutual Funds license and a CIFP Diploma, with a proven record of achieving sales targets. Competitive compensation, career advancement opportunities, and a commitment to community impact are offered.