Senior Financial Advisor

3 weeks ago

St Albert, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals by providing expert advice and guidance on a range of financial products and services.

Key Responsibilities
  • Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
  • Provide expert advice on investment products, including mutual funds and other investment vehicles.
  • Build and maintain strong relationships with our customers, providing ongoing support and guidance to help them achieve their financial objectives.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
Requirements
  • Proven experience in financial services, with a strong understanding of investment products and financial planning.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with customers and colleagues.
  • Ability to work in a fast-paced environment, meeting sales targets and delivering a high level of customer service.
  • Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package.
  • Ongoing training and development opportunities, to help you grow and succeed in your career.
  • A collaborative and supportive team environment, with opportunities to work with a diverse range of colleagues and customers.
  • The chance to make a real difference in the lives of our customers, helping them achieve their financial goals and aspirations.

Location(s): Canada : Alberta : St Albert || Canada : Alberta : Edmonton

Scotiabank is a leading bank in the Americas, committed to helping our customers, their families and their communities achieve success through a broad range of advice, products and services.

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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