Senior Financial Advisor — Build Futures with Investments

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Senior Financial Advisor. In this role, you will build strong relationships with customers, provide expert advice on financial strategies, and exceed sales targets. The ideal candidate has a Mutual Funds licence and CIFP Diploma, with a commitment to customer service and team collaboration. Competitive compensation and a supportive environment for career growth are offered.

Benefits

Competitive compensation and benefits

Support for career progression and development

Collaborative team environment

Qualifications

• Proven ability to meet and exceed sales targets.
• Appetite to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers by providing relevant insights.
• Develop and retain strong customer relationships.

Skills

Customer relationship building

Financial strategy development

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Toronto is seeking a Senior Financial Advisor. In this role, you will build strong relationships with customers, provide expert advice on financial strategies, and exceed sales targets. The ideal candidate has a Mutual Funds licence and CIFP Diploma, with a commitment to customer service and team collaboration. Competitive compensation and a supportive environment for career growth are offered.