Senior Financial Advisor - Client Growth & Planning

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor to join their Toronto branch. You will build strong customer relationships and develop comprehensive financial strategies to guide clients towards achieving their financial goals. The ideal candidate is results-driven, holds a CIFP Diploma and a Mutual Funds licence, and has proven success in meeting sales targets. This role offers competitive compensation and a collaborative work environment.

Benefits

Competitive compensation

Benefits package

Career advancement opportunities

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strong strategic mindset for personalized financial strategies.
• Excellent customer relationship-building skills.

Responsibilities

• Develop and maintain comprehensive customer financial plans.
• Provide relevant insights and expert advice to customers.
• Drive branch business growth by achieving sales goals.

Skills

Customer Relationship Building

Strategic Financial Planning

Sales Target Achievement

Education

CIFP Diploma

Mutual Funds Licence

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor to join their Toronto branch. You will build strong customer relationships and develop comprehensive financial strategies to guide clients towards achieving their financial goals. The ideal candidate is results-driven, holds a CIFP Diploma and a Mutual Funds licence, and has proven success in meeting sales targets. This role offers competitive compensation and a collaborative work environment.