Peterborough’s Senior Financial Advisor position emphasizes the provision of individual, client-centered financial advice, the point of establishing plans and long-term relations as the client needs. Through the application of a comprehensive, needs-first policy you will be leading the financial population in their journeys.
Scotiabank not only rewards but also encourages professional development in a workplace that is supportive and people-focused. Continuous coaching, internal training, and a culture centered around service, collaboration, and community impact are some of the privileges enjoyed by advisors.
You will be part of a progressive organization that not only provides clear paths for promotion but also allows the upgrading of your skills without the need to move to another branch. To find out more about becoming a member of an organization that is dedicated to your success, take a look at the job posting below.
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Employer details:
Company : ScotiaBank
Location : Peterborough, Ontario, Hastings, Lakefield, Millbrook, Omemee, Ontario, Canada
Salary : $74,208 per year
Job type :
Start Date : As soon as possible
Benefits: Attractive salary packages and perks, leadership support and training, receiving training within the company, clear and accessible career-pathing criteria, recognition and rewards for outstanding performance, promotion without moving being the condition.
Job Description
- The post of Senior Financial Advisor is meant to deliver personalized recommendations and establish rapport with clients.
- Initiate contact with customers to grasp their requirements and aspirations.
- Imparting knowledge to clients through professional observations and appropriate financial options.
- Make all-inclusive, entire client financial plans.
- Accumulate the growth of the branch by reaching personal and collective sales milestones.
- Join forces with a friendly, community-driven branch team that is committed to building lasting relationships.
Responsibilities
- Customer needs should be recognized in advance and effective communication should be applied.
- Customers should be offered insights and professional guidance that are easy to understand.
- Clients’ objectives should be the basis of comprehensive financial plans.
- Client relationships should be strong and lasting.
- Sales targets for both individuals and teams should be reached to increase branch profits.
Requirements
- A powerful motivation to develop customer connections.
- A tactical approach to creating individualized financial solutions.
- A validated track record of surpassing sales goals in a dynamic environment.
- Possession of Mutual Funds license and completion of CIFP Diploma.
How to apply?
You can click on this link to learn more about the job. Interested and eligible candidates are requested to apply here.