Senior Financial Advisor & Wealth Planner

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

Job summary

A leading financial institution in Windsor is looking for a Senior Financial Advisor to develop personalized financial strategies and build strong customer relationships. The role involves proactive problem-solving and educating customers. Candidates should possess a mutual funds license and a CIFP diploma. The organization offers competitive compensation and growth opportunities focused on high performance and community impact.

Benefits

Competitive compensation

Benefits package

Career advancement opportunities

Qualifications

• Strong customer relationship skills and strategic mindset.
• Proven ability to meet sales targets in fast-paced environments.
• Expertise in developing personalized financial strategies.

Responsibilities

• Proactively discovering customer needs and providing insights.
• Building comprehensive financial plans for customers.
• Nurturing relationships and achieving team sales goals.

Skills

Customer relationship building

Sales strategy development

Financial strategy expertise

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Windsor is looking for a Senior Financial Advisor to develop personalized financial strategies and build strong customer relationships. The role involves proactive problem-solving and educating customers. Candidates should possess a mutual funds license and a CIFP diploma. The organization offers competitive compensation and growth opportunities focused on high performance and community impact.