Financial Advisor - Fraser & Livingstone, Abbotsford BC

Scotiabank; Abbotsford; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

Scotiabank Abbotsford is seeking a Financial Advisor to help clients plan and manage their finances. You will provide personalized financial guidance, build comprehensive plans, and nurture long-term relationships within a collaborative team.

The role emphasizes customer service, sales targets, and licensing milestones (Mutual Funds licence, CIFP Diploma). On-site position in Abbotsford, BC with competitive compensation and benefits.

Qualifications

• Provide personalized financial guidance and planning.
• Build long-term client relationships and networks.
• Meet and exceed sales targets while delivering exceptional service.

Responsibilities

• Connect with customers to discover financial needs and goals.
• Educate clients on suitable investment and banking products.
• Develop comprehensive financial plans and follow up for progress.
• Retain and grow the branch business through service excellence.

Skills

Customer service

Relationship building

Sales targets

Financial guidance

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Title: Financial Advisor - Fraser & Livingstone, Abbotsford BC

Requisition ID: 274893

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

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

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : British Columbia : Abbotsford

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.