Senior Financial Advisor Stratford

Senior Financial Advisor Stratford

08 Nov
|
Scotiabank
|
Stratford

08 Nov

Scotiabank

Stratford

Serve Scotiabank customers in Stratford as a Senior Financial Advisor, using expert advice and holistic planning to address their financial needs.

As part of the Canadian Banking Branch network, you will build personalized financial strategies across day-to-day banking, investments, and borrowing. The position emphasizes customer relationships, relevant insights, and performance against individual and team sales goals. You will support customers throughout their financial journey.

Key Responsibilities:

- Discover customer needs through proactive listening and questions
- Educate customers with relevant insights and expert advice
- Build comprehensive plans using a holistic approach
- Nurture solid, long-standing customer relationships
- Grow branch business through individual and team sales goals

Requirements:

- Drive to build strong customer relationships
- Strategic mindset for personalized financial strategies
- Knowledge of banking, investments, and borrowing solutions
- Ability to meet and exceed sales targets
- Mutual Funds licence and completed CIFP Diploma

Bring financial strategy, customer relationship, and sales expertise to Scotiabank customers as a Senior Financial Advisor in Stratford.

📌 Senior Financial Advisor Stratford
🏢 Scotiabank
📍 Stratford

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