Senior Financial Advisor: Client Planner & Wealth Growth

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

Job summary

A leading Canadian bank in Barrie is seeking a Senior Financial Advisor to provide exceptional customer service and develop personalized financial strategies. Ideal candidates will have the ability to build strong relationships and meet sales targets while fostering growth within the branch. This role offers a competitive compensation package in an inclusive environment aimed at personal and professional growth.

Benefits

Competitive compensation and benefits package

Career development and growth opportunities

Supportive leadership for performance recognition

Qualifications

• Proven ability to meet and exceed sales targets in a fast paced environment.
• The appetite and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strategies.

Responsibilities

• Connect with customers in a relatable way.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans to achieve customer goals.
• Develop and grow the branch business by meeting sales goals.

Skills

Customer relationship building

Strategic thinking

Sales achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading Canadian bank in Barrie is seeking a Senior Financial Advisor to provide exceptional customer service and develop personalized financial strategies. Ideal candidates will have the ability to build strong relationships and meet sales targets while fostering growth within the branch. This role offers a competitive compensation package in an inclusive environment aimed at personal and professional growth.