Senior Financial Advisor: Holistic Planning & Growth

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading Canadian bank in Toronto is seeking a Senior Financial Advisor who will focus on building strong customer relationships and providing tailored financial strategies. This role involves exceeding sales targets and educating clients on relevant financial products. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma. Competitive compensation and continuous development opportunities are provided.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Inclusive and accessible work environment

Qualifications

• Strong appetite and drive to build customer relationships.
• Ability to exceed sales targets in a fast-paced environment.

Responsibilities

• Discovering customer needs and providing relevant insights.
• Building comprehensive financial plans for customers.
• Nurturing long-standing customer relationships.
• Developing and retaining branch business.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading Canadian bank in Toronto is seeking a Senior Financial Advisor who will focus on building strong customer relationships and providing tailored financial strategies. This role involves exceeding sales targets and educating clients on relevant financial products. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma. Competitive compensation and continuous development opportunities are provided.