Financial Advisor: Build Plans, Grow Relationships

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

Job summary

A leading financial institution is seeking a Financial Advisor in British Columbia to build strong customer relationships, meet sales targets, and provide expert financial advice. The ideal candidate should possess a Mutual Funds licence and be actively pursuing a CIFP Diploma. This role offers a competitive compensation package and opportunities for career advancement without needing to transfer branches.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Inclusive and accessible work environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Drive to build strong customer relationships and provide excellent service.
• Capable of uncovering and addressing customers’ needs.

Responsibilities

• Proactively discover customer needs and provide insights.
• Educate customers and offer expert advice.
• Build comprehensive financial plans for customers.
• Develop and grow branch business through sales goals.

Skills

Customer relationship building

Sales target achievement

Problem solving

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking a Financial Advisor in British Columbia to build strong customer relationships, meet sales targets, and provide expert financial advice. The ideal candidate should possess a Mutual Funds licence and be actively pursuing a CIFP Diploma. This role offers a competitive compensation package and opportunities for career advancement without needing to transfer branches.