Holistic Financial Advisor – Client Growth & Plans

Scotiabank; Fort McMurray; On-site; CAD 55,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor in Fort McMurray, Alberta to help customers build comprehensive financial plans. You will engage with clients, educate them with tailored insights, and drive holistic financial strategies that align with their personal goals.

You will focus on nurturing long-term relationships, meeting sales goals, and delivering exceptional service throughout the customer journey in our Canadian Banking Branch network. A CIFP and MF license support ongoing growth.

Qualifications

• Appetite to build strong customer relationships
• Proven ability to meet and exceed sales targets
• Uncover and solve for customers’ needs
• Mutual Funds licence and CIFP Diploma

Responsibilities

• Taking a proactive approach to discovering our customer needs
• 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

Skills

Customer relationship building

Sales target achievement

People communication

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Financial Advisor in Fort McMurray, Alberta to help customers build comprehensive financial plans. You will engage with clients, educate them with tailored insights, and drive holistic financial strategies that align with their personal goals.

You will focus on nurturing long-term relationships, meeting sales goals, and delivering exceptional service throughout the customer journey in our Canadian Banking Branch network. A CIFP and MF license support ongoing growth.