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Job Description & How to Apply Below
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
Requirements:
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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