Senior Financial Advisor: Wealth Planning & Client Growth

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

Job summary

A leading North American bank is seeking a Senior Financial Advisor in Vaughan, Ontario. This role focuses on building strong customer relationships, providing tailored financial strategies, and achieving sales targets. The ideal candidate has a Mutual Funds license and a CIFP Diploma, with a commitment to exceptional service and teamwork. Competitive compensation and career growth opportunities are provided.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Collaborative team environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strong customer relationship management skills.
• A strategic mindset for personalized financial strategies.

Responsibilities

• Provide exceptional customer service throughout their journey.
• Educate customers on banking and financial products.
• Build comprehensive plans to help customers achieve their goals.
• Nurture long-lasting customer relationships.
• Develop and grow branch business while meeting sales goals.

Skills

Customer relationship building

Strategic financial planning

Sales target achievement

Proactivity

Education

Mutual Funds license

CIFP Diploma

Job description

A leading North American bank is seeking a Senior Financial Advisor in Vaughan, Ontario. This role focuses on building strong customer relationships, providing tailored financial strategies, and achieving sales targets. The ideal candidate has a Mutual Funds license and a CIFP Diploma, with a commitment to exceptional service and teamwork. Competitive compensation and career growth opportunities are provided.