Senior Financial Advisor - 3rd Street, Medicine Hat, AB

Scotiabank; Medicine Hat; In loco; CAD 55.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Benefits package

Career development

Descrizione del lavoro

Scotiabank in Medicine Hat, Canada is seeking a Senior Financial Advisor to help clients build comprehensive financial plans spanning everyday banking, investments and borrowing.

You will educate customers with relevant insights, uncover needs, nurture long‑standing relationships and contribute to branch sales goals within a supportive, inclusive team focused on development and career growth.

Competenze

• Mutual Funds licence required.
• CIFP Diploma completed.
• Experience in banking or financial advisory preferred.

Mansioni

• Identify customer needs and provide tailored financial advice.
• Educate customers with relevant insights and expert guidance.
• Build comprehensive financial plans spanning savings, investments, and borrowing solutions.
• Nurture long-standing relationships with clients and partners.
• Develop, retain and grow branch business by meeting sales goals.

Conoscenze

Customer relationships

Sales targets

Financial planning

Investments

Banking knowledge

Formazione

Mutual Funds licence

CIFP Diploma

Descrizione del lavoro

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About The Role

What your role will be…

Senior Financial Advisor

At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What You’ll Be Doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• 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

What You Need To Succeed…

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed CIFP Diploma

What We’re Offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities- for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Alberta : Medicine Hat

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.