Senior Financial Advisor

3 weeks ago

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

What You'll Be Doing...

As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong, long-standing relationships with our customers and develop personalized financial strategies to help them achieve their goals.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for customers
  • Provide expert advice on banking, investments, and borrowing solutions
  • Build and maintain strong relationships with customers
  • Meet and exceed sales targets in a fast-paced environment
  • Develop and retain the branch business by delivering against individual and team sales goals

What We're Offering...

  • A competitive compensation and benefits package
  • A collaborative team of innovative thinkers
  • Opportunities for growth and development
  • A commitment to making a difference in our communities

Requirements:

  • A Mutual Funds licence and completed CIFP Diploma
  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies
  • The proven ability to meet and exceed sales targets

Location: Canada, Alberta, St Albert and Edmonton

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. 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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