Senior Advisor In Financial Services Richmond Hill

Senior Advisor In Financial Services Richmond Hill

31 Jul
|
Scotiabank
|
Richmond Hill

31 Jul

Scotiabank

Richmond Hill

Join Scotiabank as a Senior Financial Advisor in Richmond Hill, Ontario, and help customers shape their financial futures. Deliver personalized advice and exceptional service that fosters robust relationships.
As a member of the Canadian Banking team, you will assist clients in identifying their financial needs and developing comprehensive plans. Scotiabank’s inclusive culture emphasizes growth through collaboration and performance, allowing you to impact 25 million customers directly. You will focus on listening, advising, and building strong long-term connections with clients.
Key Responsibilities:
• Engage customers with proactive approaches to needs assessment
• Provide tailored financial advice and deep insights
• Construct comprehensive financial plans aligned with client goals




• Enhance branch business by cultivating strong relationships
• Achieve sales goals to ensure exceptional customer experience
Requirements:
• Motivation to establish and maintain customer relationships
• Ability to create strategic financial strategies
• History of exceeding sales targets in a rapid-paced setting
• Required: Mutual Funds licence and CIFP Diploma
• Dedication to personal and career development
Utilize your skills in finance and customer service at Scotiabank while fostering impactful relationships.
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📌 Senior Advisor In Financial Services Richmond Hill
🏢 Scotiabank
📍 Richmond Hill

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