Become a Senior Financial Advisor with Scotiabank in Ottawa, Ontario, where you will cultivate valued customer relationships while providing customized financial solutions. This role is designed for those eager to connect and succeed.
In this key role within the Canadian Banking Branch network, you will proactively engage with customers to understand their needs and provide focused financial education. Your responsibility will include developing personalized financial strategies that support customer goals while driving branch growth through achieving sales metrics.
Key Responsibilities:
• Listen actively to customer needs and financial goals
• Deliver tailored financial advice and education
• Develop comprehensive financial plans for customers
• Strengthen long-term customer relationships
• Contribute to branch performance by meeting sales targets
Requirements:
• Strong drive to build customer relationships
• Mutual Funds licence and CIFP Diploma needed