Senior Financial Advisor: Build Plans, Grow Relationships

Scotiabank; West Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Metro Vancouver to build and maintain strong customer relationships while providing personalized financial strategies. The ideal candidate has a CIFP Diploma, a Mutual Funds licence, and a proven sales track record. This position offers competitive compensation and opportunities for professional growth in a collaborative environment.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and training

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Build comprehensive plans using a holistic approach to help customers achieve their goals.
• Educate customers and provide expert advice.
• Nurture strong, long-standing relationships.

Skills

Customer relationship building

Sales targets achievement

Strategic financial planning

Education

CIFP Diploma

Mutual Funds licence

Job description

A leading financial institution is seeking a Senior Financial Advisor in Metro Vancouver to build and maintain strong customer relationships while providing personalized financial strategies. The ideal candidate has a CIFP Diploma, a Mutual Funds licence, and a proven sales track record. This position offers competitive compensation and opportunities for professional growth in a collaborative environment.