Strategic Financial Consultant

1 week ago


Red Deer, Alberta, Canada Scotiabank Full time

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Scotiabank.

Estimated salary: $70,000 - $100,000 per year (based on location and experience).

About the Role

This is an exciting opportunity for a detail-oriented and customer-focused individual to leverage their financial expertise and build long-term relationships with clients in Red Deer, Alberta.

  • You will be responsible for taking a proactive approach to understanding customer needs, providing expert advice, and developing comprehensive plans to help them achieve their financial goals.
  • You will work closely with customers to identify their financial requirements and deliver tailored solutions that meet their needs.
  • In addition to delivering exceptional customer service, you will also be expected to develop and grow your business by meeting or exceeding sales targets.
Key Responsibilities
  • Taking a holistic approach to understand customer needs and preferences.
  • Providing expert advice and guidance on financial matters.
  • Developing and implementing comprehensive plans to meet customer financial objectives.
  • Nurturing strong, long-term relationships with customers.
  • Meeting or exceeding sales targets to drive business growth.
Requirements
  • Degree in Finance or related field.
  • Mutual Funds license.
  • CIFP Diploma.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
What We Offer
  • A competitive compensation package.
  • An inclusive and supportive work environment.
  • Ongoing training and development opportunities.
  • The chance to make a meaningful impact on the lives of our customers.


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