Senior Financial Advisor: Growth & Impact

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

Job summary

A leading bank in the Americas seeks a Senior Financial Advisor to join their team in Waterloo, Ontario. In this role, you will proactively discover customer needs and provide expert financial advice. Ideal candidates will have a strong appetite for building customer relationships and possess a Mutual Funds licence and CIFP Diploma. This position offers a competitive compensation package and a supportive environment for career advancement. Join a dynamic team committed to making a difference in the community.

Benefits

Competitive compensation

Benefits package

Career advancement opportunities

Collaborative work environment

Qualifications

• Appetite to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven sales performance in a fast-paced environment.

Responsibilities

• Proactively discover customer needs.
• Provide relevant insights and expert advice.
• Nurture strong customer relationships.
• Deliver against sales goals.

Skills

Customer relationship building

Strategic financial strategy development

Meeting sales targets

Holistic financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas seeks a Senior Financial Advisor to join their team in Waterloo, Ontario. In this role, you will proactively discover customer needs and provide expert financial advice. Ideal candidates will have a strong appetite for building customer relationships and possess a Mutual Funds licence and CIFP Diploma. This position offers a competitive compensation package and a supportive environment for career advancement. Join a dynamic team committed to making a difference in the community.