Senior Financial Planner & Wealth Advisor

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

Job summary

A leading Canadian bank is seeking a Senior Financial Advisor in Lindsay, Ontario. This role involves building strong customer relationships, providing personalized financial strategies, and meeting sales targets. The ideal candidate should have a Mutual Funds licence and CIFP Diploma. The bank offers a competitive compensation and benefits package, with opportunities for career advancement and training.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership and development

Qualifications

• Proven ability to exceed sales targets in a fast-paced environment.
• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Take a proactive approach to customer needs.
• Provide relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.

Skills

Customer relationship building

Sales target achievement

Strategic financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading Canadian bank is seeking a Senior Financial Advisor in Lindsay, Ontario. This role involves building strong customer relationships, providing personalized financial strategies, and meeting sales targets. The ideal candidate should have a Mutual Funds licence and CIFP Diploma. The bank offers a competitive compensation and benefits package, with opportunities for career advancement and training.