Senior Financial Advisor

2 months ago


Moose Jaw, Saskatchewan, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide expert advice and guidance on investment and borrowing solutions, including day-to-day banking, investments, and borrowing options.
  • Build comprehensive financial plans for customers, taking a holistic approach to help them achieve their objectives.
  • Meet and exceed sales targets in a fast-paced environment, delivering a positive customer experience.

Requirements:

  • Proven ability to build strong customer relationships and meet sales targets.
  • Strategic mindset to develop personalized financial strategies.
  • Mutual Funds license and completed CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package.
  • A collaborative team environment with opportunities for growth and development.
  • Recognition and rewards for high-performance.
  • Clear, transparent criteria for career progression.

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