Senior Financial Advisor
6 days ago
Title: Senior Financial Advisor - Gaetz Ave & 67th St., Red Deer, AB 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: - Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for - Educating our customers, providing relevant insights and expert advice - Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals - Nurturing strong, long-standing relationships - 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… - The appetite and drive to build strong customer relationships - A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions - The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals - A Mutual Funds licence and completed CIFP Diploma What we’re offering… - The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. - A competitive compensation and benefits package. - An organization committed to making a difference in our communities– for you and our customers. - You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. - You’ll receive clear, transparent criteria to progress in your career. - You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise. Requisition ID: 247628 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Location(s): Canada : Alberta : Red Deer Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. 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 (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . 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. #J-18808-Ljbffr
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SUN LIFE FINANCIAL ADVISOR
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Red Deer, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Red Deer, Alberta time type Full time posted on Posted 14 Days Ago job requisition id JR00034440 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
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Red Deer, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Red Deer, Alberta time type Full time posted on Posted 14 Days Ago job requisition id JR00034440You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues...
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Financial Advisor/ Senior Financial Advisor
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Senior Financial Advisor: Growth, Strategy
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Red Deer, Canada Scotiabank Full timeA leading financial institution is seeking a Senior Financial Advisor in Red Deer, Alberta. The role involves building strong customer relationships, developing personalized financial strategies, and achieving sales targets. Candidates must have a Mutual Funds Licence and a CIFP Diploma. The position offers a competitive benefits package and opportunities...
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Senior Financial Advisor – Holistic Planning
6 days ago
Red Deer, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Red Deer, AB. This role involves building strong customer relationships and providing personalized financial strategies. The ideal candidate will have a Mutual Funds license, experience in sales, and the drive to achieve targets. This position offers a competitive compensation package...
