Senior Financial Advisor — Personal Finance & Wealth

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

Job summary

A leading financial institution in Ontario, Canada is seeking a Senior Financial Advisor. The ideal candidate will excel in building customer relationships and developing tailored financial strategies. Responsibilities include providing exceptional service and achieving sales targets. This role offers a competitive compensation package and opportunities for career advancement in a supportive environment.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Supportive and inclusive environment

Qualifications

• Strong ability to develop personalized financial strategies.
• Proven record of meeting and exceeding sales goals.
• Capacity to build and nurture customer relationships.

Responsibilities

• Provide exceptional customer service and connection.
• Educate customers with insights and expert advice.
• Build comprehensive financial plans based on customer needs.
• Grow the branch business through individual sales goals.

Skills

Customer relationship building

Strategic financial planning

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Ontario, Canada is seeking a Senior Financial Advisor. The ideal candidate will excel in building customer relationships and developing tailored financial strategies. Responsibilities include providing exceptional service and achieving sales targets. This role offers a competitive compensation package and opportunities for career advancement in a supportive environment.