Kelowna Financial Advisor - Holistic Planning

Scotiabank Global Site; Kelowna; On-site; CAD 60,000 - 80,000; Part time

Job summary

A leading financial institution is seeking a Financial Advisor in Kelowna to provide exceptional customer service and build strong relationships. You will drive business outcomes while helping clients achieve their financial goals through expert advice and tailored solutions. The ideal candidate has a mutual funds license and a strong background in sales. Competitive compensation and benefits offered.

Benefits

Competitive compensation

Benefits package

Opportunities for advancement

Qualifications

• Proven ability to meet and exceed sales targets.
• Skills in developing and nurturing customer relationships.
• Experience in a fast-paced sales environment.

Responsibilities

• Provide exceptional service throughout the customer's journey.
• Discover and meet customer needs through education and advice.
• Build comprehensive customer plans using a holistic approach.

Skills

Business Development

Sales Experience

Wealth Management

Financial Planning

Customer relationship management

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking a Financial Advisor in Kelowna to provide exceptional customer service and build strong relationships. You will drive business outcomes while helping clients achieve their financial goals through expert advice and tailored solutions. The ideal candidate has a mutual funds license and a strong background in sales. Competitive compensation and benefits offered.