Senior Financial Advisor - Sheppard & Midland, Scarborough, ON
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What you'll do
- 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
What they're looking for
- 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
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Requisition ID: 269921
Join our team! 🌟
Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers’ financial well-being through comprehensive and innovative solutions? 🏛
About the role
What your role will be…
Senior Financial Advisor
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. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
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 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
What you need to succeed…
- 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
What we’re offering…
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities– for you and our customers.
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- You’ll receive clear, transparent criteria to progress in your career.
- You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
Location(s): Canada : Ontario : Toronto
Why choose us? 👀👀
💻 We are an international, modern, and digital bank.
⏱ Work-life balance matters to us — we are the first bank in Chile to reduce the workweek to 39 hours!
📚 Continuous learning and development — participate in projects, conferences, and events that help you build new skills and gain relevant knowledge.
🌈 We are diverse and inclusive.
At Scotiabank, inclusion is part of the way we do business 💜. his opportunity is open in accordance with Law 21.015. If you require any reasonable accommodation to participate in the recruitment process, please let us know 🤝.
Don’t hesitate to apply — join us on this journey and become our next Scotiaintern! 🚀.
Company
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