Senior Financial Advisor: Client Finance Strategy & Growth

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

Benefits offered by this job

Competitive compensation and benefits

Career advancement opportunities

Collaborative team environment

Job summary

A leading financial institution in Bracebridge is seeking a Senior Financial Advisor to build strong customer relationships and develop personalized financial strategies. The successful candidate will have a Mutual Funds licence and CIFP Diploma, with the ability to meet sales targets in a dynamic environment. The organization offers a competitive compensation and benefits package, along with career advancement opportunities in a collaborative team setting.

Qualifications

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

Responsibilities

• Proactively discover customer needs and provide expert advice.
• Build comprehensive financial plans for customers.
• Develop and grow branch business by achieving sales goals.

Skills

Customer relationship building

Sales target achievement

Strategic mindset

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Bracebridge is seeking a Senior Financial Advisor to build strong customer relationships and develop personalized financial strategies. The successful candidate will have a Mutual Funds licence and CIFP Diploma, with the ability to meet sales targets in a dynamic environment. The organization offers a competitive compensation and benefits package, along with career advancement opportunities in a collaborative team setting.