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Senior Financial Advisor
Job Description & How to Apply Below
Serve Scotiabank customers in Windsor as a Senior Financial Advisor, using relationship-building and personalized financial strategies within the branch network.
This Senior Financial Advisor role supports customers throughout their journey. You will provide relevant insights, expert advice, and comprehensive plans. Your strategies may include day-to-day banking, investments, and borrowing solutions while supporting individual and team sales goals.
Key Responsibilities:- Discover customer needs through proactive, attentive conversations
- Educate customers with relevant insights and expert advice
- Build comprehensive plans using a holistic approach
- Nurture strong, long-standing customer relationships
- Deliver individual and team sales goals
- Drive to build strong customer relationships
- Strategic mindset for personalized financial strategies
- Ability to meet and exceed sales targets
- Mutual Funds licence
- Completed CIFP Diploma
Bring customer-centric advice, financial planning, and sales expertise to Scotiabank customers across the Windsor branch network.
Position Requirements
10+ Years
work experience
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