Senior Financial Advisor - Castleridge, Calgary, AB

Scotiabank; Calgary; On-site; CAD 70,000 - 110,000; Full time

Job summary

Scotiabank in Calgary is hiring a Senior Financial Advisor to help clients build personalized financial plans and navigate day-to-day banking, investments, and borrowing solutions. You will connect with customers, identify needs, educate on insights, and develop comprehensive plans while growing branch business and meeting sales targets.

A Mutual Funds licence and CIFP Diploma are required. The role offers a supportive, inclusive culture with development opportunities and recognition for high

Qualifications

• Mutual Funds licence required.
• Completed CIFP Diploma required.
• Strong ability to build personalized financial strategies.

Responsibilities

• Connect with customers to uncover needs and provide tailored advice.
• Educate clients with relevant insights and expert guidance.
• Develop comprehensive plans using a holistic approach to help clients reach goals.
• Nurture long-standing relationships and grow branch business by achieving sales targets.
• Collaborate with team to deliver exceptional service across the customer journey.

Skills

Mutual Funds licence

Customer relationships

Sales targets

Financial planning

Communication

Education

CIFP Diploma

Job description

Requisition ID: 273515

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 : Calgary

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.