Holistic Financial Advisor — Build Clients’ Futures

Scotiabank; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Vancouver, British Columbia. In this role, you will connect with customers, provide expert advice, and build strong relationships while achieving sales targets. The successful candidate will have a Mutual Funds licence and a drive for customer service excellence. This position offers a competitive compensation package and career advancement opportunities within a collaborative environment.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Commitment to community impact

Qualifications

• The ability to build strong customer relationships.
• Proven ability to meet and exceed sales targets.
• Strong problem-solving skills to address customer needs.

Responsibilities

• Discover customer needs and provide tailored advice.
• Build comprehensive financial plans for customers.
• Nurture long-standing relationships and grow branch business.

Skills

Customer relationship management

Sales target achievement

Customer service excellence

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Vancouver, British Columbia. In this role, you will connect with customers, provide expert advice, and build strong relationships while achieving sales targets. The successful candidate will have a Mutual Funds licence and a drive for customer service excellence. This position offers a competitive compensation package and career advancement opportunities within a collaborative environment.