Financial Services Expert

4 weeks ago


Edmonton, Alberta, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, building strong relationships, and delivering against individual and team sales goals.

Key Responsibilities

  1. Take a proactive approach to discovering customer needs, listening to understand what they are asking for
  2. Educate customers, providing relevant insights and expert advice
  3. Build comprehensive plans using a holistic approach to help customers achieve their goals
  4. Nurture strong, long-standing relationships
  5. Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience

Requirements

  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions
  • The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals
  • A Mutual Funds licence and working towards your CIFP Diploma

What We Offer

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
  • A competitive compensation and benefits package
  • An organization committed to making a difference in our communities– for you and our customers
  • Clear, transparent criteria to progress in your career
  • The ability to grow your expertise and build deeper relationships from the same chair

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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.



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