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 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
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.