Financial Advisor Expert

4 days ago


Calgary, Alberta, Canada Scotiabank Full time

At Scotiabank, we're committed to helping our customers build a better future. As a Senior Financial Advisor, you'll play a key role in achieving this goal.

About the Role

  • Taking a proactive approach to understanding customer needs and providing expert advice.
  • Educating customers on relevant financial insights and strategies.
  • Developing comprehensive plans to help customers achieve their goals.
  • Nurturing long-standing relationships with customers.

What You Need to Succeed

  • The drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies.
  • The ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds license and CIFP Diploma.


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