Senior Financial Advisor — Personal Banking & Investment Planning

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

Job summary

A leading financial institution in Canada is seeking a Senior Financial Advisor to join their team in Orillia, Ontario. In this role, you will engage with customers to understand their needs and provide tailored financial strategies. Your expertise will help foster lasting customer relationships and drive sales success. You can expect a competitive compensation package and opportunities for career advancement within a collaborative environment.

Benefits

Competitive compensation

Comprehensive benefits package

Career advancement opportunities

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets.
• Ability to develop personalized financial strategies.

Responsibilities

• Taking a proactive approach to discovering customer needs.
• Educating customers with relevant insights.
• Building comprehensive plans to help customers achieve their goals.
• Nurturing strong customer relationships.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Canada is seeking a Senior Financial Advisor to join their team in Orillia, Ontario. In this role, you will engage with customers to understand their needs and provide tailored financial strategies. Your expertise will help foster lasting customer relationships and drive sales success. You can expect a competitive compensation package and opportunities for career advancement within a collaborative environment.