Financial Advisor & Banking Specialist — Grow Client Wealth

Scotiabank; Burnaby; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Burnaby. This role focuses on delivering client-centric financial advice and building strong relationships with customers. You'll leverage financial planning tools to create tailored plans, engage with clients to ensure a positive experience, and market the bank effectively. The ideal candidate should possess strong sales management experience, a license to sell mutual funds, and be engaged in continuous professional development. This position offers competitive compensation and opportunities for career progression.

Benefits

Competitive compensation and benefits package

Opportunities for career progression

Inclusive corporate culture

Qualifications

• Passion for financial sales and providing trusted advice.
• Ability to build strong relationships with clients.
• Knowledge of financial planning tools.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Create financial plans using relevant tools and resources.
• Market Scotiabank effectively to clients.

Skills

Sales management experience

Client relationship building

Financial advisory

Engagement and collaboration

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Burnaby. This role focuses on delivering client-centric financial advice and building strong relationships with customers. You'll leverage financial planning tools to create tailored plans, engage with clients to ensure a positive experience, and market the bank effectively. The ideal candidate should possess strong sales management experience, a license to sell mutual funds, and be engaged in continuous professional development. This position offers competitive compensation and opportunities for career progression.