Client-Focused Financial Advisor

Scotiabank; Delta; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank in Tsawwassen, BC is seeking a Financial Advisor to help customers achieve their goals with holistic planning and tailored financial solutions.

You will identify needs, educate clients with insights, and build long-term relationships while contributing to branch sales goals. Licensing: Mutual Funds licence and progress toward CIFP Diploma are required; a customer-centric mindset is essential.

Qualifications

• Proven ability to build strong customer relationships and deliver excellent service.
• Track record of meeting and exceeding sales targets in a fast-paced environment.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Proactively identify customer needs and listen to understand what they want.
• Educate customers with relevant insights and expert financial advice.
• Build customers’ comprehensive plans using a holistic approach to help them reach goals.
• Nurture long-standing relationships and retain branch engagement.
• Develop, retain and grow the branch business by achieving individual and team sales targets.

Skills

Customer service

Relationship building

Sales orientation

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank in Tsawwassen, BC is seeking a Financial Advisor to help customers achieve their goals with holistic planning and tailored financial solutions.

You will identify needs, educate clients with insights, and build long-term relationships while contributing to branch sales goals. Licensing: Mutual Funds licence and progress toward CIFP Diploma are required; a customer-centric mindset is essential.