Guide customers toward financial goals as a Senior Financial Advisor in Kanata, using relationship building and personalized financial strategies. Serve customers through Scotiabank’s Canadian Banking Branch network. As a Senior Financial Advisor, you will discover customer needs, provide expert advice, and create comprehensive plans. Your work spans day-to-day banking, investments, and borrowing solutions. You will also support branch business growth through 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 Develop, retain, and grow branch business
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 Use customer-centric advice, financial planning, and sales expertise to help Scotiabank customers achieve their goals in Kanata. #J-18808-Ljbffr