Financial Advisor - University District

Scotiabank; Calgary; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking organization as a Financial Advisor, where you can make a meaningful impact on the futures of millions. This role emphasizes building strong customer relationships and delivering excellent service, all while achieving sales targets in a dynamic environment. You'll be part of a collaborative team that values diversity and inclusion, offering you opportunities for growth and advancement without the need to change branches. Embrace a career where your contributions are recognized and rewarded, and where you can truly thrive while helping customers succeed.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership

Collaborative team environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strong drive to build customer relationships and deliver excellent service.

Responsibilities

• Discover customer needs and provide expert financial advice.
• Build comprehensive financial plans to help customers achieve their goals.

Skills

Customer Relationship Management

Sales Target Achievement

Financial Planning

Problem Solving

Education

Mutual Funds Licence

CIFP Diploma (in progress)

Job description

Title: Financial Advisor - University District

Requisition ID: 218514

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…

• 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 : Alberta : Calgary

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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.