Senior Financial Advisor & Wealth PlannerScotiabank • Windsor, Windsor, CA

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Senior Financial Advisor & Wealth Planner

Scotiabank • Windsor, Windsor, CA

30+ days ago

Job type

Full-time

Job description

A leading financial institution in Windsor is looking for a Senior Financial Advisor to develop personalized financial strategies and build strong customer relationships. The role involves proactive problem-solving and educating customers. Candidates should possess a mutual funds license and a CIFP diploma. The organization offers competitive compensation and growth opportunities focused on high performance and community impact.

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Senior Financial Advisor & Wealth Planner • Windsor, Windsor, CA

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