Financial Advisor | Build Plans & Grow Client Relationships

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

Job summary

Scotiabank Saskatoon CBC & Main Branch is seeking a Financial Advisor to help clients build their futures with personalized financial planning and proactive guidance. You will engage customers, uncover needs, and deliver holistic planning to support goals.

The role emphasizes strong relationship management, adherence to regulatory requirements, and collaboration with branch teams to drive growth and exceptional service.

Qualifications

• Build strong customer relationships and deliver excellent service.
• Consistently meet or exceed sales targets in a fast-paced banking environment.
• Provide financial insights and holistic planning to help clients achieve goals.
• Proactively uncover customer needs and tailor advice to their situation.

Responsibilities

• Connect with customers to understand needs and offer relevant financial advice.
• Educate clients on products and services with clear, transparent communication.
• Develop comprehensive financial plans to support long-term goals.
• Nurture lasting relationships and collaborate with team to grow branch business.
• Meet individual and team sales goals that improve customer experience.

Skills

Customer relationships

Sales targets

Financial planning

Communication

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank Saskatoon CBC & Main Branch is seeking a Financial Advisor to help clients build their futures with personalized financial planning and proactive guidance. You will engage customers, uncover needs, and deliver holistic planning to support goals.

The role emphasizes strong relationship management, adherence to regulatory requirements, and collaboration with branch teams to drive growth and exceptional service.