Senior Financial Advisor & Wealth Planner

Scotiabank; Hamilton; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading bank in Hamilton is looking for a Senior Financial Advisor to join their team. The role involves building strong customer relationships, developing personalized financial strategies, and achieving sales targets in a fast-paced environment. We're seeking candidates with a Mutual Funds licence and a CIFP Diploma. The position offers a competitive compensation package and opportunities for career advancement within an inclusive culture.

Benefits

Competitive compensation package

Opportunities for career advancement

Supportive team environment

Qualifications

• Appetite to build strong customer relationships.
• Ability to create personalized financial strategies.
• Proven success in meeting sales targets.

Responsibilities

• Discover customer needs proactively.
• Educate customers with expert advice.
• Develop personalized financial plans.

Skills

Customer relationship building

Strategic financial advising

Sales targets achievement

Education

Mutual Funds licence

Completed CIFP Diploma

Job description

A leading bank in Hamilton is looking for a Senior Financial Advisor to join their team. The role involves building strong customer relationships, developing personalized financial strategies, and achieving sales targets in a fast-paced environment. We're seeking candidates with a Mutual Funds licence and a CIFP Diploma. The position offers a competitive compensation package and opportunities for career advancement within an inclusive culture.