Senior Financial Planner - Personal Wealth & Banking

Scotiabank; North Perth; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in North Perth, Ontario. This role focuses on developing strong customer relationships and providing personalized financial strategies. You will educate clients on options, help them achieve their financial goals, and meet sales targets. The position offers opportunities for professional development and career advancement. A competitive compensation package is included.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Supportive work environment

Qualifications

• Strong customer relationship building skills.
• Ability to develop personalized financial strategies.
• Proven sales experience in a fast-paced environment.

Responsibilities

• Assess customer needs and provide relevant insights.
• Educate customers on financial options and strategies.
• Develop long-term relationships with clients.
• Achieve sales goals to enhance customer experience.

Skills

Customer relationship management

Sales strategies

Financial planning

Listening skills

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution is seeking a Senior Financial Advisor in North Perth, Ontario. This role focuses on developing strong customer relationships and providing personalized financial strategies. You will educate clients on options, help them achieve their financial goals, and meet sales targets. The position offers opportunities for professional development and career advancement. A competitive compensation package is included.