Senior Financial Advisor - Heartland Town Centre, Mississauga, ON
About The Position
Join a purpose-driven, winning team committed to results in an inclusive and high-performing culture. At Scotiabank, we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development, there are endless possibilities. At Scotiabank, you can make an impact by helping to shape the futures of our 25 million customers. You can find your future here. Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by taking a proactive approach to discovering customer needs, listening to understand what they are asking for, educating customers, providing relevant insights and expert advice, building comprehensive customer plans using a holistic approach to help them achieve their goals, nurturing strong, long-standing relationships, and developing, retaining, and growing 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
Responsibilities
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Benefits
- A competitive compensation and benefits package
- Meaningful development conversations that enable faster advancement
- Internal training to support your growth and development
- Clear, transparent criteria to progress in your career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
