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Senior Financial Advisor

2 months ago

Calgary, 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 be building strong, long-standing relationships with our customers and developing personalized financial strategies to help them achieve their goals. This will involve delivering against individual and team sales goals that support a positive customer experience.

What You Need to Succeed...

  • A strategic mindset to develop comprehensive plans using a holistic approach
  • The appetite and drive to build strong customer relationships
  • A Mutual Funds licence and completed CIFP Diploma
  • The proven ability to meet and exceed sales targets in a fast-paced environment

What We're Offering...

  • A competitive compensation and benefits package
  • An organization committed to making a difference in our communities
  • Clear, transparent criteria to progress in your career
  • The opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers

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. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.