Senior Financial Advisor - Build Wealth, Inspire Clients

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

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Amherstburg. This role involves connecting with customers to build relationships, offering expert financial advice, and creating personalized financial strategies. The ideal candidate will possess a Mutual Funds licence and a CIFP Diploma, alongside a proven ability to exceed sales targets. Competitive benefits and opportunities for career advancement are provided.

Benefits

Competitive compensation

Collaborative team environment

Career development support

Qualifications

• A strong drive to build customer relationships.
• Ability to develop personalized financial strategies.
• Proven record of meeting sales targets.

Responsibilities

• Provide exceptional customer service during their journey.
• Educate customers with relevant insights and advice.
• Build comprehensive financial plans to help customers achieve goals.

Skills

Customer relationship building

Strategic financial planning

Sales proficiency

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution is seeking a Senior Financial Advisor in Amherstburg. This role involves connecting with customers to build relationships, offering expert financial advice, and creating personalized financial strategies. The ideal candidate will possess a Mutual Funds licence and a CIFP Diploma, alongside a proven ability to exceed sales targets. Competitive benefits and opportunities for career advancement are provided.