02 Nov
|
Scotiabank
|
Windsor
02 Nov
Scotiabank
Windsor
Build customer futures with Scotiabank as a Senior Financial Advisor, combining expert advice with day-to-day banking, investments, and borrowing solutions.
As an essential Canadian Banking Branch network member, you will connect with customers in a relatable way. You will listen to understand their needs, create personalized financial strategies, and provide advice aligned with stated goals. The role also supports branch business growth through sales performance.
Key Responsibilities:
- Listen to understand customer questions and needs
- Provide expert financial education and relevant insights
- Develop personalized, comprehensive customer plans
- Support day-to-day banking, investments, and borrowing solutions
- Develop, retain, and grow branch business
Requirements:
- Customer-centric approach to financial conversations
- Appetite and drive for relationship building
- Strategic approach to personalized financial planning
- Proven ability to exceed sales targets
- Mutual Funds licence and completed CIFP Diploma
Use relational service, strategic financial planning, and sales achievement to help Scotiabank customers reach their stated goals.
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📌 Scotiabank Senior Banking Advisor (Windsor)
🏢 Scotiabank
📍 Windsor