Senior Financial Advisor — Build Holistic Client Plans

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

Job summary

A major Canadian financial institution is seeking Advisors in Fredericton, New Brunswick, to provide exceptional service and build strong customer relationships. Candidates should have a strategic mindset for developing personalized financial strategies, and a proven track record in sales. This role offers a competitive remuneration package and opportunities for career advancement without needing to move locations. Join a diverse and inclusive team committed to community impact and personal growth.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team environment

Qualifications

• Appetite for building strong customer relationships.
• Proven ability to meet sales targets in a fast-paced environment.
• Completion of Mutual Funds licence and CIFP Diploma.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans to help customers achieve goals.
• Nurture strong, long-standing relationships.
• Develop and grow the branch business.

Skills

Building customer relationships

Strategic mindset

Sales targets achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A major Canadian financial institution is seeking Advisors in Fredericton, New Brunswick, to provide exceptional service and build strong customer relationships. Candidates should have a strategic mindset for developing personalized financial strategies, and a proven track record in sales. This role offers a competitive remuneration package and opportunities for career advancement without needing to move locations. Join a diverse and inclusive team committed to community impact and personal growth.