Financial Advisor - Build Futures & Relationships

Scotiabank; Edmonton; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank is actively seeking a Financial Advisor in Edmonton to help customers build their futures. You will serve as a customer-centric professional in the Canadian Banking Branch network, delivering exceptional service and holistic financial plans to meet their goals.

You will educate clients, uncover needs, and work toward CIFP Diploma while using Mutual Funds knowledge to guide investments. A collaborative team environment and opportunities for growth are emphasized.

Qualifications

• Mutual Funds licence and working towards CIFP Diploma.
• Experience in delivering financial guidance and creating customer plans is a plus.
• Ability to build long-term customer relationships and meet sales goals.

Responsibilities

• Proactively identify customer needs and listen to understand their questions.
• Educate customers with relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach to goals.
• Nurture strong, long-standing client relationships and trust.
• Contribute to branch sales targets while maintaining excellent service.

Skills

Relationship building

Sales orientation

Customer service

Communication skills

Education

Mutual Funds Licence

CIFP Diploma in progress

Job description

Scotiabank is actively seeking a Financial Advisor in Edmonton to help customers build their futures. You will serve as a customer-centric professional in the Canadian Banking Branch network, delivering exceptional service and holistic financial plans to meet their goals.

You will educate clients, uncover needs, and work toward CIFP Diploma while using Mutual Funds knowledge to guide investments. A collaborative team environment and opportunities for growth are emphasized.