Strategic Financial Advisor – Banking & Wealth

Scotiabank; Strathroy; Presencial; CAD 70 000 - 100 000; Tempo integral

Resumo da oferta

Scotiabank is seeking a Senior Financial Advisor in Strathroy, Ontario, to deliver client-focused financial guidance within Canada’s banking network. You will engage customers, assess needs, and guide them through day-to-day banking, investments, and borrowing solutions, building comprehensive plans to help clients achieve long-term goals.

The role emphasizes relationship-building, meeting sales targets, and guiding clients with licensed product expertise.

Qualificações

• Build strong customer relationships and understand client needs.
• Develop personalized financial strategies including banking, investments and borrowing.
• Proven ability to meet and exceed sales targets in a fast-paced environment.

Responsabilidades

• Provide proactive, customer-centric financial guidance across banking, investments and loans.
• Educate clients with relevant insights and expert advice to support goal attainment.
• Build comprehensive financial plans and nurture long-standing relationships.
• Retain and grow branch business by delivering against individual and team sales goals.
• Collaborate with peers to ensure a positive customer experience across the journey.

Conhecimentos

Customer relationships

Sales targets

Strategic thinking

Formação académica

CIFP Diploma

Descrição da oferta de emprego

Scotiabank is seeking a Senior Financial Advisor in Strathroy, Ontario, to deliver client-focused financial guidance within Canada’s banking network. You will engage customers, assess needs, and guide them through day-to-day banking, investments, and borrowing solutions, building comprehensive plans to help clients achieve long-term goals.

The role emphasizes relationship-building, meeting sales targets, and guiding clients with licensed product expertise.