Financial Advisor - Holistic Planning & Client Growth

Scotiabank; Port Moody; On-site; CAD 45,000 - 65,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor in Port Moody, BC to deliver exceptional customer service and financial guidance. You will connect with clients, uncover needs, and help build holistic financial plans that align with their goals.

The role emphasizes relationship-building, revenue growth, and adherence to regulatory/licensing requirements. Success depends on strong communication, ongoing professional development, and a collaborative team environment that supports career growth within the

Qualifications

• Ability to build strong customer relationships and deliver excellence in service
• Proven ability to meet and exceed sales targets in a fast-paced environment
• Identify customer needs and provide tailored financial guidance and planning

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand requests
• Educate customers and provide relevant insights and expert financial advice
• Build comprehensive financial plans using a holistic approach to help customers achieve goals
• Nurture long-standing relationships and deliver against branch sales goals
• Contribute to growing the branch business and customer satisfaction

Skills

Customer service

Sales orientation

Relationship building

Needs discovery

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Financial Advisor in Port Moody, BC to deliver exceptional customer service and financial guidance. You will connect with clients, uncover needs, and help build holistic financial plans that align with their goals.

The role emphasizes relationship-building, revenue growth, and adherence to regulatory/licensing requirements. Success depends on strong communication, ongoing professional development, and a collaborative team environment that supports career growth within the