Financial Advisor – Growth, Impact & Client Planning

Scotiabank; Winnipeg; On-site; CAD 55,000 - 85,000; Full time

Job summary

Scotiabank in Winnipeg is seeking a Financial Advisor to join our branch network and help clients build comprehensive financial plans. You will educate customers, uncover needs, and deliver personalized advice while striving to meet sales goals and deepen long-term relationships.

A Mutual Funds licence and CIFP Diploma progress are valued as you grow with the team. This role offers a dynamic, customer-focused environment with ongoing development and opportunities for advancement within the Bank.

Qualifications

• Ability to build strong customer relationships and deliver excellent service.
• Proven ability to meet/exceed sales targets in a fast-paced environment.
• Ability to uncover and solve customer needs.
• Mutual Funds licence and pursuing CIFP Diploma.

Responsibilities

• Taking a proactive approach to discovering customer needs and listening to understand their goals.
• Educating customers and providing relevant insights and expert advice.
• Building customers' comprehensive plans using a holistic approach.
• Nurturing strong, long-standing relationships.
• Developing, retaining and growing the branch business by meeting individual and team sales goals.

Skills

Customer relationship

Sales targets

Needs assessment

Communication

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank in Winnipeg is seeking a Financial Advisor to join our branch network and help clients build comprehensive financial plans. You will educate customers, uncover needs, and deliver personalized advice while striving to meet sales goals and deepen long-term relationships.

A Mutual Funds licence and CIFP Diploma progress are valued as you grow with the team. This role offers a dynamic, customer-focused environment with ongoing development and opportunities for advancement within the Bank.