Serve Scotiabank customers in Windsor as a Senior Financial Advisor, using relationship-building and personalized financial strategies within the branch network.
This Senior Financial Advisor role supports customers throughout their journey. You will provide relevant insights, expert advice, and comprehensive plans. Your strategies may include day-to-day banking, investments, and borrowing solutions while supporting individual and team sales goals.
Key Responsibilities: Discover customer needs through proactive, attentive conversations
Educate customers with relevant insights and expert advice
Build comprehensive plans using a holistic approach
Nurture strong, long-standing customer relationships
Deliver individual and team sales goals
Requirements: Drive to build robust customer relationships
Strategic mindset for personalized financial strategies
Ability to meet and exceed sales targets
Mutual Funds licence
Completed CIFP Diploma
Bring customer-centric advice, financial planning, and sales expertise to Scotiabank customers across the Windsor branch network.