Strategic Financial Advisor & Client Growth Partner

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Mississauga. The role requires building strong customer relationships while providing expert financial advice and personalized strategies. Candidates should have a Mutual Funds licence and a CIFP Diploma, with a proven ability to meet sales targets. This position offers a competitive compensation package and the opportunity for career advancement within a collaborative team environment.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Collaborative team environment

Qualifications

• Strong customer relationship-building skills are essential.
• Strategic mindset for personalized financial strategies is required.
• Proven ability to meet sales targets in a fast-paced environment.

Responsibilities

• Discover and understand customer needs proactively.
• Educate customers with relevant insights and expert advice.
• Build comprehensive financial plans to help customers achieve their goals.
• Nurture strong, long-standing relationships with customers.
• Develop and grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Strategic financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Mississauga. The role requires building strong customer relationships while providing expert financial advice and personalized strategies. Candidates should have a Mutual Funds licence and a CIFP Diploma, with a proven ability to meet sales targets. This position offers a competitive compensation package and the opportunity for career advancement within a collaborative team environment.