Financial Advisor - Build Client Wealth & Relationships

Scotiabank Global Site; New Westminster; On-site; CAD 60,000 - 80,000; Part time

Job summary

A leading bank in the Americas is looking for a Financial Advisor in New Westminster, British Columbia. The role involves building strong customer relationships, meeting sales targets, and providing expert financial advice. Ideal candidates will have a Mutual Funds licence and skills in wealth management, customer relationship management, and sales. This position offers a competitive compensation package and opportunities for career growth within an inclusive environment.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and development

Collaborative work environment

Qualifications

• Proven ability to meet and exceed sales targets.
• Strong customer relationship building skills.
• Experience in a fast-paced environment.

Responsibilities

• Discovering customer needs and educating them.
• Building comprehensive financial plans.
• Developing and retaining business through exceptional service.

Skills

Business Development

Sales Experience

Wealth Management

Customer relationship management

Financial Planning

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A leading bank in the Americas is looking for a Financial Advisor in New Westminster, British Columbia. The role involves building strong customer relationships, meeting sales targets, and providing expert financial advice. Ideal candidates will have a Mutual Funds licence and skills in wealth management, customer relationship management, and sales. This position offers a competitive compensation package and opportunities for career growth within an inclusive environment.