Senior Financial Advisor

1 month ago


Chelmsford, Essex, United Kingdom Scotiabank Full time

At Scotiabank, we're seeking a Senior Financial Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to our clients, helping them achieve their financial goals.

About the Role

  • You'll take a proactive approach to understanding our clients' needs, providing personalized financial solutions and expert advice.
  • You'll work closely with our clients to develop comprehensive financial plans, using a holistic approach to help them achieve their goals.
  • You'll nurture strong, long-standing relationships with our clients, providing ongoing support and guidance.
  • You'll develop and implement strategies to grow our branch business, delivering against individual and team sales goals that support a positive customer experience.

What You'll Need to Succeed

  • You'll have a strong understanding of financial planning and wealth management principles, with a proven ability to meet and exceed sales targets in a fast-paced environment.
  • You'll have a Mutual Funds licence and completed CIFP Diploma, with a strong desire to continue learning and growing in your career.

What We're Offering

  • A competitive compensation and benefits package, with opportunities for career growth and development.
  • A collaborative team environment, with a focus on innovation and customer satisfaction.
  • The opportunity to make a real difference in the lives of our clients, helping them achieve their financial goals.

Location(s): Canada : Ontario : Chelmsford || Canada : Ontario : Sudbury

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.



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