Senior Financial Advisor - Holistic Wealth & Banking

Scotiabank; Burlington; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Burlington, Ontario. You will connect with customers to understand their needs, provide expert advice, and develop comprehensive financial plans. The ideal candidate should have a Mutual Funds license and a CIFP Diploma, with a proven ability to exceed sales targets. This role offers a competitive compensation package and opportunities for advancement.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Collaborative team environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strong drive to build customer relationships and develop financial strategies.

Responsibilities

• Connect with customers and understand their needs proactively.
• Educate customers and provide expert financial advice.
• Develop comprehensive financial plans for customers.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

Completed CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Burlington, Ontario. You will connect with customers to understand their needs, provide expert advice, and develop comprehensive financial plans. The ideal candidate should have a Mutual Funds license and a CIFP Diploma, with a proven ability to exceed sales targets. This role offers a competitive compensation package and opportunities for advancement.