Senior Financial Advisor — Build Clients' Financial Futures

Scotiabank; Guelph; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Guelph, Ontario. In this role, you will focus on building strong customer relationships and creating personalized financial strategies. The ideal candidate will have a Mutual Funds licence and CIFP Diploma, with a proven track record in meeting sales targets. This position offers a competitive compensation package and opportunities for career advancement within the bank.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Inclusive and supportive work culture

Qualifications

• Strong customer relationships must be developed.
• Personalized financial strategies should be crafted.
• Sales targets need to be consistently met.

Responsibilities

• Proactively discover customer needs.
• Educate customers on banking options.
• Nurture long-standing customer relationships.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Guelph, Ontario. In this role, you will focus on building strong customer relationships and creating personalized financial strategies. The ideal candidate will have a Mutual Funds licence and CIFP Diploma, with a proven track record in meeting sales targets. This position offers a competitive compensation package and opportunities for career advancement within the bank.