Drive exceptional client service as a Senior Financial Advisor. Proactively engage with customers to develop personalized financial strategies, ensuring alignment with their stated goals in a collaborative branch setting.As an essential member of the team, your focus will be on understanding and responding to customer needs through expert insights and relevant advice. You'll play a critical role in developing business relationships, achieving sales targets, and promoting a positive branch experience.Key Responsibilities:• Proactively discover and address customer needs• Provide expert financial education and advice• Create personalized financial strategies for clients• Develop strong, long-lasting customer relationships• Meet and exceed sales targets for branch growthRequirements:• Drive to cultivate meaningful customer relationships• Strong strategic financial planning skills• Proven sales target achievement in fast-paced environments• Mutual Funds license required• CIFP Diploma completion requiredEnhance customer experiences by leveraging your financial expertise to drive growth and foster trusted relationships.#J-18808-Ljbffr
Strategic Senior Financial Advisor
SCOTIABANK
guelph, guelph
Published 27 days ago
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