Senior Financial Advisor — Client Planning & Growth

Global Talent Alliance, Canada; Fredericton; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Collaborative team environment

Internal training and growth

Clear progression criteria

Job summary

Scotiabank in Fredericton, NB is seeking a Senior Financial Advisor to deliver personalized financial strategies and exceptional service across banking, investments, and borrowing. You will build trusted client relationships, educate customers, and develop plans aligned with long-term goals.

The role emphasizes proactive needs discovery, holistic planning, and achieving branch sales targets within a collaborative team. A Mutual Funds licence and CIFP Diploma are required.

Qualifications

• Customer-centric advisory approach to meet client goals
• Proven track record of hitting/exceeding sales targets
• Ability to develop personalized financial plans across banking, investments and borrowing

Responsibilities

• Take a proactive approach to uncover customer needs
• Educate customers with relevant insights and advice
• Build comprehensive financial plans using a holistic approach
• Nurture strong, long-standing relationships
• Develop and grow branch business by achieving individual and team sales goals

Skills

Customer relationships

Sales targets

Strategic financial planning

Communication

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Fredericton, NB is seeking a Senior Financial Advisor to deliver personalized financial strategies and exceptional service across banking, investments, and borrowing. You will build trusted client relationships, educate customers, and develop plans aligned with long-term goals.

The role emphasizes proactive needs discovery, holistic planning, and achieving branch sales targets within a collaborative team. A Mutual Funds licence and CIFP Diploma are required.