Financial Advisor — Create Lasting Client Futures

Scotiabank; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank Calgary is seeking a Financial Advisor to help clients build their futures and manage wealth with personalized planning and guidance. You will proactively discover client needs, educate on insights and products, create comprehensive plans, nurture lasting relationships, and contribute to branch sales goals in a busy Canadian Banking environment.

Join a collaborative team and access ongoing coaching, development opportunities, and a competitive benefits package as you advance towards

Qualifications

• Mutual Funds licence required or in progress.
• CIFP Diploma in progress.
• Strong customer service and sales orientation.

Responsibilities

• Proactively discover client needs and listen to understand goals.
• Educate clients with relevant insights and expert advice.
• Build clients' comprehensive plans using a holistic approach to goals.
• Nurture strong, long-standing relationships with customers.
• Develop, retain and grow the branch business by meeting individual and team sales targets.

Skills

Customer relationships

Sales targets

Financial advisory

Communication skills

Product knowledge

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank Calgary is seeking a Financial Advisor to help clients build their futures and manage wealth with personalized planning and guidance. You will proactively discover client needs, educate on insights and products, create comprehensive plans, nurture lasting relationships, and contribute to branch sales goals in a busy Canadian Banking environment.

Join a collaborative team and access ongoing coaching, development opportunities, and a competitive benefits package as you advance towards