Senior Financial Advisor: Personal Wealth & Planning

Scotiabank; Listowel; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank is seeking a Senior Financial Advisor for their Listowel Branch. The role focuses on building customer relationships and providing personalized financial strategies, including banking and investment solutions. Candidates should possess a Mutual Funds licence and have completed a CIFP Diploma while excelling in meeting sales targets. This position offers competitive compensation and the opportunity for career advancement within a collaborative and innovative team environment.

Benefits

Competitive compensation

Comprehensive benefits package

Career advancement opportunities

Supportive leadership

Qualifications

• Strong desire to build customer relationships.
• Proven ability to meet sales targets in a fast-paced environment.
• Relevant financial strategy development experience.

Responsibilities

• Proactively discover customer needs and provide insights.
• Build comprehensive financial plans for customers.
• Develop and retain branch business by achieving sales goals.

Skills

Building customer relationships

Strategic financial planning

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank is seeking a Senior Financial Advisor for their Listowel Branch. The role focuses on building customer relationships and providing personalized financial strategies, including banking and investment solutions. Candidates should possess a Mutual Funds licence and have completed a CIFP Diploma while excelling in meeting sales targets. This position offers competitive compensation and the opportunity for career advancement within a collaborative and innovative team environment.