Financial Advisor - Build Plans, Grow Client Relationships

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Whitecourt, Alberta. This role involves building strong customer relationships, providing holistic financial advice, and meeting sales goals in a fast-paced environment. The ideal candidate should possess a Mutual Funds licence and be working towards the CIFP Diploma. Competitive compensation and opportunities for growth within the organization are offered.

Benefits

Competitive compensation and benefits

Career development opportunities

Inclusive and accessible environment

Qualifications

• Drive to build strong customer relationships.
• Ability to meet and exceed sales targets.
• Skill in uncovering and solving customer needs.

Responsibilities

• Proactively discover customer needs.
• Educate customers with insights and advice.
• Build comprehensive plans for customers.
• Nurture strong, long-standing relationships.

Skills

Customer relationship building

Sales target achievement

Problem solving

Holistic planning

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Whitecourt, Alberta. This role involves building strong customer relationships, providing holistic financial advice, and meeting sales goals in a fast-paced environment. The ideal candidate should possess a Mutual Funds licence and be working towards the CIFP Diploma. Competitive compensation and opportunities for growth within the organization are offered.