Financial Advisor: Build Plans, Grow Client Relationships

Scotiabank; Edmonton; On-site; CAD 50,000 - 75,000; Full time

Job summary

A leading financial services organization is seeking a Financial Advisor in Edmonton. The role focuses on building customer relationships and delivering exceptional service while achieving sales targets. Candidates should have a Mutual Funds licence and be pursuing the CIFP Diploma. The organization offers a competitive compensation package, opportunities for growth, and a collaborative team environment. Ideal for those looking to make a meaningful impact in their community.

Benefits

Competitive compensation and benefits

Support for growth and development

Career progression opportunities

Qualifications

• Ability to build strong customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Skilled in uncovering and addressing customer needs.

Responsibilities

• Take a proactive approach to understanding customer needs.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing customer relationships.
• Grow the branch business by achieving individual and team sales goals.

Skills

Customer relationship building

Sales target achievement

Problem solving

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial services organization is seeking a Financial Advisor in Edmonton. The role focuses on building customer relationships and delivering exceptional service while achieving sales targets. Candidates should have a Mutual Funds licence and be pursuing the CIFP Diploma. The organization offers a competitive compensation package, opportunities for growth, and a collaborative team environment. Ideal for those looking to make a meaningful impact in their community.