Senior Financial Advisor

2 months ago


Edmonton, Canada Scotiabank Full time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

What your role will be…
Senior Financial Advisor

What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

  1. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
  2. Educating our customers, providing relevant insights and expert advice.
  3. Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals.
  4. Nurturing strong, long-standing relationships.
  5. Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

What you need to succeed…

  1. The appetite and drive to build strong customer relationships.
  2. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  3. The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals.
  4. A Mutual Funds licence and completed CIFP Diploma.

What we’re offering…

  1. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  2. A competitive compensation and benefits package.
  3. An organization committed to making a difference in our communities– for you and our customers.
  4. You can expect to be recognized and rewarded for high-performance.
  5. You’ll receive clear, transparent criteria to progress in your career.
  6. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career.

Location(s): Canada : Alberta : Edmonton || Canada : British Columbia : Vancouver || Canada : Ontario : Toronto

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.

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