Serve Scotiabank customers in Orillia through personalized financial advice, relationship building, and solutions spanning banking, investments, and borrowing needs.
As a Senior Financial Advisor, you support the Canadian Banking Branch network and deliver exceptional service throughout each customer's journey. You discover needs, provide relevant insights, and create comprehensive plans. Your work also supports branch business growth through individual and team sales goals.
Key Responsibilities:
- Discover customer needs through proactive listening and conversations
- Educate customers with relevant insights and expert advice
- Build comprehensive plans using a holistic approach
- Nurture strong, long-standing customer relationships
- Develop, retain, and grow branch business
Requirements:
- Drive to build strong customer relationships
- Strategic mindset for personalized financial strategies
- Knowledge of banking, investments, and borrowing solutions
- Ability to meet and exceed sales targets
- Mutual Funds licence and completed CIFP Diploma
Bring strategic financial planning, customer connection, and sales performance to Scotiabank's Senior Financial Advisor team in Orillia.
Senior Financial Advisor Orillia in Clinton employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
