Senior Financial Advisor – Investments & Banking

Scotiabank; Cobourg; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading North American bank is seeking a Senior Financial Advisor in Cobourg, Ontario. This role focuses on building strong customer relationships, providing expert financial advice, and achieving sales targets. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma, paired with a strategic mindset for developing personalized financial solutions. This position offers competitive compensation and a supportive environment for career advancement within the same branch.

Benefits

Competitive compensation package

Career development opportunities

Inclusive and accessible work environment

Qualifications

• Proven ability to meet and exceed sales targets.
• Strong customer relationship building skills.
• Strategic mindset for personalized financial strategies.

Responsibilities

• Deliver exceptional service throughout the customer’s journey.
• Educate customers and provide relevant insights.
• Grow the branch business by meeting team sales goals.

Skills

Customer relationship management

Sales target achievement

Strategic financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading North American bank is seeking a Senior Financial Advisor in Cobourg, Ontario. This role focuses on building strong customer relationships, providing expert financial advice, and achieving sales targets. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma, paired with a strategic mindset for developing personalized financial solutions. This position offers competitive compensation and a supportive environment for career advancement within the same branch.