Senior Financial Advisor

1 week ago


Surrey, British Columbia, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.

Key Responsibilities
  • Provide comprehensive financial planning and investment advice to clients, ensuring their financial goals and objectives are met.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • Collaborate with other team members to achieve business objectives and provide exceptional client service.
  • Participate in ongoing professional development to enhance knowledge and skills in financial planning and investment management.
Requirements
  • Minimum of 5 years' experience in financial services, with a strong background in financial planning and investment management.
  • University degree in business, commerce, or a related field, and hold the Certified Financial Planner (CFP) designation.
  • IIROC licensed as a Registered Representative (IIROC-RR), including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and 90-day training.
  • Life License (LLQP) and a willingness to complete other regulatory requirements.
What We Offer

As a Senior Financial Advisor at Scotiabank, you will have the opportunity to work with a leading financial institution, providing expert financial advice and guidance to our clients. We offer a competitive compensation package, ongoing professional development opportunities, and a collaborative and dynamic work environment.



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