Senior Financial Advisor: Build Lasting Client Impact in Banking

Scotiabank; Selkirk; On-site; CAD 55,000 - 85,000; Full time

Job summary

Scotiabank in Selkirk, Manitoba seeks a Senior Financial Advisor to deliver personalized banking, investments and borrowing solutions, and to build enduring client relationships. You will operate within the Canadian Banking Branch network, focusing on delivering exceptional service across the customer journey.

The role requires a strategic mindset, a track record of meeting sales targets, and the Mutual Funds licence with CIFP Diploma.

Qualifications

• Ability to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
• Proven track record of meeting and exceeding sales targets in a fast-paced environment.
• Mutual Funds licence and CIFP Diploma completed.

Responsibilities

• 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

Skills

Customer relationship building

Sales target attainment

Financial planning

Strategic mindset

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Selkirk, Manitoba seeks a Senior Financial Advisor to deliver personalized banking, investments and borrowing solutions, and to build enduring client relationships. You will operate within the Canadian Banking Branch network, focusing on delivering exceptional service across the customer journey.

The role requires a strategic mindset, a track record of meeting sales targets, and the Mutual Funds licence with CIFP Diploma.