Senior Financial Advisor - London CBC & Main Branch - London, Ontario at Scotiabank | CAN | Rezi

Senior Financial Advisor - London CBC & Main Branch - London, Ontario at Scotiabank

Senior Financial Advisor - London CBC & Main Branch - London, Ontario

Scotiabank · CAN

1 months ago

Senior Financial Advisor - London CBC & Main Branch - London, Ontario

Scotiabank · CAN

a month ago
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About the Role

At Scotiabank, we help employees build their futures in a diverse, inclusive, and performance-oriented culture. You will play an essential role in the Canadian Banking Branch network, providing exceptional service and educating customers. You will build comprehensive financial plans using a holistic approach to help customers achieve their goals, nurture strong relationships, and grow the branch business by meeting sales goals.

Responsibilities

  • Take a proactive approach to discovering customer needs and listening to understand their requests.
  • Educate customers by providing relevant insights and expert advice.
  • Build comprehensive customer plans using a holistic approach to help them achieve their goals.
  • Nurture strong, long-standing customer relationships.
  • Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience.

Requirements

  • The appetite and drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions.
  • The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals.
  • A Mutual Funds licence and completed CIFP Diploma.

Location

  • London, Ontario, Canada

Work Type

  • Full-time

Experience Level

  • Senior

Education Level

  • CIFP Diploma

Benefits

  • Competitive compensation and benefits package.
  • Recognition and rewards for high performance.
  • Meaningful development conversations for advancement.
  • Internal training for growth and development.
  • Clear, transparent criteria for career progression.

About the Company

  • Scotiabank is a leading bank in the Americas.
  • Our purpose is 'for every future', and we help customers, their families, and their communities achieve success through a broad range of advice, products, and services.
  • Services include personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

Equal Opportunity

  • At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
  • If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.