Build personalized financial strategies as a Senior Financial Advisor in Guelph, Ontario, using customer relationships and expert advice to support stated goals.
Scotiabank seeks a Senior Financial Advisor for its Canadian Banking Branch network. You will discover customer needs, provide relevant insights, and develop comprehensive plans. The work covers day-to-day banking, investments, and borrowing solutions while supporting individual and team sales goals.
Key Responsibilities:
- Discover customer needs through proactive listening and conversation
- Educate customers with relevant insights and expert advice
- Build holistic financial plans supporting customer goals
- Nurture strong, long-standing customer relationships
- Grow branch business through individual and team sales goals
Requirements:
- Drive to build robust customer relationships
- Strategic mindset for personalized financial strategies
- Ability to meet and exceed customer-aligned sales targets
- Mutual Funds licence and completed CIFP Diploma
Apply customer-centric advice, financial planning, and relationship-building skills as Scotiabank’s Senior Financial Advisor in Guelph.