Financial Advisor — Holistic Planning & Client Growth

Scotiabank; Victoria; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor in Victoria, BC. You will serve customers across the branch network, delivering personalized financial guidance and building comprehensive plans to help clients reach their goals.

You will educate clients, uncover needs, and nurture long-term relationships while striving to achieve sales targets in a fast-paced environment. A Mutual Funds licence and CIFP Diploma progression are preferred.

Qualifications

• Building and maintaining strong client relationships to understand goals.
• Ability to identify needs and tailor financial solutions.
• Proactive sales focus in a customer-centric banking environment.
• Licence requirements: Mutual Funds licence and CIFP Diploma in progress.

Responsibilities

• Identify customer needs and provide informed financial guidance.
• Educate clients on products, risk, and planning.
• Develop comprehensive plans to help clients achieve goals.
• Nurture long-lasting relationships with customers.
• Drive branch sales goals while delivering excellent service.

Skills

Customer relationship building

Sales target achievement

Needs discovery

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

Scotiabank is seeking a Financial Advisor in Victoria, BC. You will serve customers across the branch network, delivering personalized financial guidance and building comprehensive plans to help clients reach their goals.

You will educate clients, uncover needs, and nurture long-term relationships while striving to achieve sales targets in a fast-paced environment. A Mutual Funds licence and CIFP Diploma progression are preferred.