Financial Advisor Abbotsford, BC

Scotiabank Global Site; Abbotsford; On-site; CAD 60,000 - 90,000; Full time

Job summary

A major financial institution in Abbotsford is looking for a Senior Financial Advisor to join their team. This role involves building strong customer relationships and providing tailored financial strategies to meet their needs. Ideal candidates will possess a Mutual Funds licence and CIFP Diploma, along with proven sales experience. The position offers a competitive compensation package and career growth opportunities through supportive leadership.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team environment

Qualifications

• Drive to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven ability to meet sales targets.

Responsibilities

• Provide exceptional service by understanding customer needs.
• Educate customers with relevant insights and advice.
• Build comprehensive plans for customer goals.

Skills

Business Development

Sales Experience

Wealth Management

Financial Planning

Customer relationship management

Investment Experience

Education

Mutual Funds Licence

CIFP Diploma

Job description

About the role

Requisition ID : 236861

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

Senior Financial Advisor

At Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching learning and development there are endless possibilities. At Scotiabank you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing

Our Advisors are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by :

• Taking a proactive approach to discovering our customer needs listening to understand what they are asking for
• Educating our customers providing relevant insights and expert advice
• Building our customers comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong long‑standing relationships
• Developing retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed

• 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 align to a customers stated goals
• A Mutual Funds licence and completed CIFP Diploma

What we’re offering

• 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.
• You can expect to be recognized and rewarded for high‑performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s)

Canada : British Columbia : Abbotsford

Scotiabank

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers the families and our communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

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 (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. 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.

Required Experience

Unclear Seniority

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Investment Experience
• Military Experience
• Securities Law
• Customer relationship management
• Financial Planning
• Wills