Client-Centric Financial Advisor: Build Futures

Scotiabank; City of Langley; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Development and training opportunities

Recognition for high performance

Clear career progression

Job summary

Scotiabank is seeking a Financial Advisor in Langley, BC to deliver exceptional service throughout the customer journey. The role focuses on understanding client needs, educating on suitable solutions, and building holistic financial plans to help customers achieve their goals.

You will nurture long-term relationships, aim to meet branch sales targets, and contribute to the growth of the branch. Ongoing licensing in mutual funds and progress toward the CIFP Diploma are expected.

Qualifications

• Customer-focused advisor with ability to build relationships
• Proven track record of meeting or exceeding sales targets
• Ability to uncover and solve for customers' needs

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand
• Educate customers, provide insights and expert advice
• Build customers' comprehensive plans using a holistic approach
• Nurture strong, long-standing relationships
• Develop, retain and grow the branch business by delivering against sales goals

Skills

Customer relationships

Sales targets

Active listening

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

Scotiabank is seeking a Financial Advisor in Langley, BC to deliver exceptional service throughout the customer journey. The role focuses on understanding client needs, educating on suitable solutions, and building holistic financial plans to help customers achieve their goals.

You will nurture long-term relationships, aim to meet branch sales targets, and contribute to the growth of the branch. Ongoing licensing in mutual funds and progress toward the CIFP Diploma are expected.