Strategic Financial Consultant
1 week ago
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 RoleThis 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.
- 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.
- Degree in Finance or related field.
- Mutual Funds license.
- CIFP Diploma.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment.
- 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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