Senior Banking & Investments Advisor

Scotiabank; Regina; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent bank in the Americas is seeking a Senior Financial Advisor in Regina. This role focuses on building and nurturing strong customer relationships while providing expert financial advice and education. Candidates should have a Mutual Funds licence and a CIFP Diploma, alongside a track record of achieving sales targets. Join a forward-thinking team and enjoy a competitive compensation package, career development opportunities, and a commitment to inclusivity and community impact.

Benefits

Competitive compensation package

Career development opportunities

Collaborative team environment

Qualifications

• Drive to establish and maintain strong customer relationships.
• Strategic mindset for personalized financial strategies.
• Proven track record of exceeding sales targets.

Responsibilities

• Proactively discover and understand customer needs.
• Educate customers with insights and expert advice.
• Build comprehensive financial plans for customers.
• Nurture long-standing customer relationships.
• Grow branch business by meeting individual and team sales goals.

Skills

Customer relationships

Sales target achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A prominent bank in the Americas is seeking a Senior Financial Advisor in Regina. This role focuses on building and nurturing strong customer relationships while providing expert financial advice and education. Candidates should have a Mutual Funds licence and a CIFP Diploma, alongside a track record of achieving sales targets. Join a forward-thinking team and enjoy a competitive compensation package, career development opportunities, and a commitment to inclusivity and community impact.