Strategic Financial Advisor - Client Growth & Planning

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

Job summary

A major financial institution in Vaughan is looking for a Senior Financial Advisor to provide expert financial advice and exceptional service to clients. In this role, you will build relationships, develop personalized financial strategies, and meet sales targets while working in a vibrant team environment. Candidates must have a Mutual Funds licence and a CIFP Diploma. This role offers a competitive compensation package and a commitment to career advancement.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Inclusive team environment

Qualifications

• The ability to develop personalized financial strategies for customers.
• Proficiency in meeting sales targets in a fast-paced environment.
• Strong communication and relational skills.

Responsibilities

• Listen to customer needs and provide relevant insights.
• Build comprehensive financial plans to achieve customer goals.
• Nurture strong, long-standing customer relationships.

Skills

Customer relationship building

Sales target achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A major financial institution in Vaughan is looking for a Senior Financial Advisor to provide expert financial advice and exceptional service to clients. In this role, you will build relationships, develop personalized financial strategies, and meet sales targets while working in a vibrant team environment. Candidates must have a Mutual Funds licence and a CIFP Diploma. This role offers a competitive compensation package and a commitment to career advancement.