Empower clients to succeed financially as a Senior Financial Advisor with Scotiabank in Ottawa. You’ll provide exceptional service and expertise while nurturing vital client relationships.Your role entails taking a proactive approach to customer service, utilizing a strategic mindset to develop comprehensive financial solutions. You will educate customers, build lasting connections, and contribute to branch success by achieving competitive sales targets as a part of a collaborative environment.Key Responsibilities:• Discover and address customer financial needs• Educate clients on various banking options• Construct thorough financial plans for clients• Build strong and trustworthy client relationships• Achieve sales targets contributing to branch growthRequirements:• Passion for building meaningful customer relationships• Strategic insight into personalized financial strategies• Proven success in meeting sales goals• Essential Mutual Funds license and CIFP Diploma• Ability to perform well in a high-energy environmentLeverage your expertise in finance and client engagement at Scotiabank, making a positive impact on customer futures.#J-18808-Ljbffr
Senior Financial Advisor Position
SCOTIABANK
ottawa, ottawa
Published 26 days ago
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