Strategic Financial Advisor - Build Futures & Growth

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Barrie, Ontario. You will proactively discover customer needs, build comprehensive financial plans, and foster strong relationships. Ideal candidates possess a Mutual Funds licence and a CIFP Diploma, with a focus on meeting sales targets in a dynamic environment. This role offers competitive compensation and opportunities for advancement within a collaborative team.

Benefits

Competitive compensation and benefits package

Support for career advancement

Inclusive and accessible workplace

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets.
• Completion of Mutual Funds licence and CIFP Diploma.

Responsibilities

• Proactively discover customer needs and listen to understand.
• Educate customers and provide relevant insights.
• Build comprehensive plans to help customers achieve goals.
• Nurture strong and long-standing relationships.
• Develop and grow branch business through sales goals.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Barrie, Ontario. You will proactively discover customer needs, build comprehensive financial plans, and foster strong relationships. Ideal candidates possess a Mutual Funds licence and a CIFP Diploma, with a focus on meeting sales targets in a dynamic environment. This role offers competitive compensation and opportunities for advancement within a collaborative team.