Senior Financial Advisor — Holistic Planning

Scotiabank; Blind River; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career advancement opportunities

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Blind River to build strong customer relationships and achieve sales targets. The ideal candidate will possess a Mutual Funds licence and CIFP Diploma, demonstrating the ability to develop personalized financial strategies. Join a collaborative team committed to making an impact in the community and offering competitive compensation and benefits. This role allows career advancement without the need to transition branches.

Qualifications

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

Responsibilities

• Discover customer needs proactively.
• Educate customers and provide relevant insights.
• Develop comprehensive plans for customers.

Skills

Customer relationship management

Financial strategy development

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Blind River to build strong customer relationships and achieve sales targets. The ideal candidate will possess a Mutual Funds licence and CIFP Diploma, demonstrating the ability to develop personalized financial strategies. Join a collaborative team committed to making an impact in the community and offering competitive compensation and benefits. This role allows career advancement without the need to transition branches.