Financial Advisor: Build Holistic Plans & Relationships

Scotiabank; Squamish; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor to join their team in Squamish, British Columbia. In this role, you will build strong customer relationships by providing expert advice and meeting their financial needs. With opportunities for career advancement and a commitment to community impact, this bank offers a collaborative working environment and a competitive compensation package.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership for development

Qualifications

• The appetite and drive to build strong customer relationships and deliver excellence in customer service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Take a proactive approach to discovering our customer needs.
• Educate customers, providing relevant insights and expert advice.
• Develop, retain, and grow the branch business.

Skills

Strong customer relationships

Sales target achievement

Problem solving

Communication

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A leading bank in the Americas is seeking a Financial Advisor to join their team in Squamish, British Columbia. In this role, you will build strong customer relationships by providing expert advice and meeting their financial needs. With opportunities for career advancement and a commitment to community impact, this bank offers a collaborative working environment and a competitive compensation package.