Financial Advisor: Build Wealth & Lasting Relationships

Scotiabank; Winnipeg; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in Winnipeg invites applications for a Financial Advisor position at Garden City Square. You will help clients build comprehensive financial plans and provide personalized advice across investments, deposits and banking services.

This role emphasizes client relationships and sales goals within a collaborative team. Successful candidates will hold a Mutual Funds licence and be working toward the CIFP Diploma, with a strong commitment to service excellence and compliance.

Qualifications

• The appetite and drive to build strong customer relationships and deliver excellence customer service.
• Ability to meet and exceed sales targets in a fast paced environment aligned to customer goals.
• To uncover and solve for customers’ needs.
• Mutual Funds licence and working towards the CIFP Diploma.

Responsibilities

• Take a proactive approach to discovering customer needs and listening attentively.
• Educate clients with relevant insights and expert advice.
• Build comprehensive plans to help clients achieve goals.
• Develop and grow branch business by meeting sales goals.

Skills

Customer service

Sales targets

Relationship building

Needs discovery

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Winnipeg invites applications for a Financial Advisor position at Garden City Square. You will help clients build comprehensive financial plans and provide personalized advice across investments, deposits and banking services.

This role emphasizes client relationships and sales goals within a collaborative team. Successful candidates will hold a Mutual Funds licence and be working toward the CIFP Diploma, with a strong commitment to service excellence and compliance.