Senior Financial Advisor

5 days ago

Red Deer, Alberta, Canada Scotiabank Full time

Requisition ID: 207399

At 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 financial guidance and building strong relationships with our customers.

About the Role

Key Responsibilities:

  • Take a proactive approach to understanding customer needs and providing tailored financial solutions.
  • Educate customers on relevant financial products and services, and provide expert advice to help them make informed decisions.
  • Develop comprehensive financial plans that meet the unique needs of each customer.
  • Nurture long-standing relationships with customers and deliver exceptional customer service.
  • Develop and implement strategies to grow the branch business and meet sales targets.

Requirements:

  • Strong communication and interpersonal skills to build trust with customers.
  • A strategic mindset to develop personalized financial strategies and solutions.
  • The ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds licence and completed CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package.
  • A collaborative team environment that fosters innovation and growth.
  • Opportunities for professional development and advancement.
  • A commitment to making a positive impact in our communities.

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.

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.

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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