Relationship-Driven Financial Advisor

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

Benefits offered by this job

Competitive compensation

Career development

Inclusive environment

Job summary

Scotiabank is seeking a Financial Advisor in West Vancouver to deliver personalized financial guidance and build lasting client relationships. This role emphasizes a customer-centric approach within Canada’s branch network and includes coaching, learning, and development opportunities.

You will educate clients, construct holistic plans, and work toward sales goals while contributing to the overall client experience and community impact.

Qualifications

• The candidate has a passion for building strong customer relationships and delivering exceptional service.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Proactive in uncovering and solving customer needs.

Responsibilities

• Proactively identify customer needs and provide tailored financial advice.
• Educate customers and provide insights to help achieve financial goals.
• Develop comprehensive financial plans and nurture long-term relationships.
• Contribute to branch growth by achieving individual and team sales goals.
• Collaborate with the branch team to deliver excellent customer experience.

Skills

Customer relationship management

Sales-driven

Needs assessment

Financial literacy

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Financial Advisor in West Vancouver to deliver personalized financial guidance and build lasting client relationships. This role emphasizes a customer-centric approach within Canada’s branch network and includes coaching, learning, and development opportunities.

You will educate clients, construct holistic plans, and work toward sales goals while contributing to the overall client experience and community impact.