Senior Financial Advisor - Holistic Planning & Growth

Scotiabank; Brampton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Brampton, Ontario. In this role, you will proactively discover customer needs, provide relevant advice, and build comprehensive financial plans. The ideal candidate will demonstrate strong relationship-building skills and a strategic mindset towards achieving sales targets. This position offers competitive compensation, a supportive team environment, and opportunities for professional growth and development.

Benefits

Competitive compensation and benefits package

Support for professional development

Opportunity for career advancement

Qualifications

• Drive to build strong customer relationships.
• Ability to create personalized financial strategies.
• Proven sales achievement in a fast-paced environment.

Responsibilities

• Proactively discover customer needs.
• Educate and provide insights to customers.
• Build comprehensive plans for customers.
• Nurture long-standing relationships.
• Develop and grow branch business.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Brampton, Ontario. In this role, you will proactively discover customer needs, provide relevant advice, and build comprehensive financial plans. The ideal candidate will demonstrate strong relationship-building skills and a strategic mindset towards achieving sales targets. This position offers competitive compensation, a supportive team environment, and opportunities for professional growth and development.