Financial Advisor: Build Wealth & Relationships (Edmonton)

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

Job summary

Scotiabank in Edmonton, AB is seeking a Financial Advisor at Millwoods Town Centre Branch to help clients build their financial futures through personalized service and proactive guidance.

As a key member of the Canadian Banking Branch network, you will assess needs, educate clients, and craft comprehensive plans. Pursue Mutual Funds licence and CIFP Diploma while contributing to growth and inclusive culture.

Qualifications

• Strong customer-service orientation and the ability to connect with clients
• Proven ability to meet and exceed sales targets in a fast-paced environment
• Ability to uncover and solve customers’ needs while building trust
• Pursuit of Mutual Funds licence and CIFP Diploma as part of professional development

Responsibilities

• Engage with customers to understand financial goals and needs
• Educate clients with relevant insights and advice
• Build comprehensive financial plans to meet personal objectives
• Develop and nurture long-term client relationships to grow branch business

Skills

Customer service

Relationship building

Sales targets

Communication

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Edmonton, AB is seeking a Financial Advisor at Millwoods Town Centre Branch to help clients build their financial futures through personalized service and proactive guidance.

As a key member of the Canadian Banking Branch network, you will assess needs, educate clients, and craft comprehensive plans. Pursue Mutual Funds licence and CIFP Diploma while contributing to growth and inclusive culture.