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 robust, long-standing customer relationships
Develop, retain, and grow branch business
Requirements:
Drive to build solid 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.