Senior Financial Advisor
2 months ago
As a Senior Financial Advisor, you will be a customer-centric professional who can connect with people in a relatable way.
Your key responsibilities will include:
* Taking a proactive approach to discovering customer needs, listening to understand what they are asking for
* Educating customers, providing relevant insights and expert advice
* Building comprehensive plans using a holistic approach to help customers 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
To succeed in this role, you will need:
* 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 aligns to a customer's stated goals
* A Mutual Funds licence and working towards your CIFP Diploma
In return, you can expect:
* A competitive compensation and benefits package
* An organization committed to making a difference in our communities– for you and our customers
* 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
Location(s): Canada : British Columbia : Trail || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Castlegar || Canada : British Columbia : Cranbrook || Canada : British Columbia : Creston || Canada : British Columbia : Nelson
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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Creston, BC, Canada Scotiabank Full timeSenior Financial Advisor OpportunityAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Creston, BC, Canada Scotiabank Full timeSenior Financial Advisor OpportunityAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Take a proactive approach to understanding customer needs and providing...
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Creston, BC, Canada Scotiabank Full timeSenior Financial Advisor OpportunityAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Creston, BC, Canada Scotiabank Full timeSenior Financial Advisor OpportunityAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Take a proactive approach to understanding customer needs and providing...
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Senior Financial Advisor
2 months ago
Creston, BC, Canada Scotiabank Full timeSenior Financial Advisor OpportunityAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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