Senior Financial Planning Expert

2 days ago


Winnipeg, Manitoba, Canada Scotiabank Full time

We are seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network. This is a dynamic role that requires a customer-centric approach, with the ability to connect with people in a relatable way.

About the Role

As an essential member of our team, you will provide exceptional service throughout the customer's journey by:

  • Taking a proactive approach to discovering customer needs and understanding their goals.
  • Providing expert advice and educating customers on relevant financial strategies.
  • Building comprehensive plans using a holistic approach to help customers achieve their objectives.
  • Nurturing strong, long-standing relationships with customers.

In this role, you will have the opportunity to develop personalized financial strategies for customers, including day-to-day banking, investments, and borrowing solutions. You will work towards meeting and exceeding sales targets in a fast-paced environment, aligning with customer goals.

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and communities achieve success through a range of advice, products, and services. Our inclusive and accessible environment values the unique skills and experiences each individual brings to the Bank.

What We Offer

We offer a competitive compensation and benefits package, as well as opportunities for growth and development. You will be recognized and rewarded for high-performance, with clear criteria for career progression. Our collaborative team of innovative thinkers supports your success, enabling you to build deeper relationships and grow your expertise.

Based on national averages in Canada, we estimate the salary for this role to be around $120,000 per year, depending on experience.

Requirements

To succeed in this role, you will need:

  • The appetite and drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies.
  • The proven ability to meet and exceed sales targets in a fast-paced environment.
  • A mutual funds license and working towards your CIFP Diploma.

This is an excellent opportunity to join a forward-thinking organization where you can make a difference in our communities – for you and our customers.



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