Senior Financial Advisor — Build Personalized Plans & Wealth

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

Job summary

A leading financial institution in Ontario seeks a Senior Financial Advisor to enhance customer relationships and provide tailored financial strategies. The ideal candidate will have a strong sales record, a Mutual Funds licence, and a CIFP Diploma. This role emphasizes customer-centric engagements and aims to contribute to branch success. Competitive compensation and a commitment to employee development offered. Join a forward-thinking team that values diversity and performance.

Benefits

Competitive compensation

Comprehensive benefits package

Career progression support

Inclusive environment

Qualifications

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

Responsibilities

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

Skills

Customer relationship building

Strategic financial planning

Sales target achievement

Mutual Funds licence

Education

Completed CIFP Diploma

Job description

A leading financial institution in Ontario seeks a Senior Financial Advisor to enhance customer relationships and provide tailored financial strategies. The ideal candidate will have a strong sales record, a Mutual Funds licence, and a CIFP Diploma. This role emphasizes customer-centric engagements and aims to contribute to branch success. Competitive compensation and a commitment to employee development offered. Join a forward-thinking team that values diversity and performance.