Senior Financial Advisor: Client Wealth Planner

Scotiabank; Corner Brook; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank in Corner Brook, NL seeks a Senior Financial Advisor to deliver comprehensive personal banking and investment advice. You will engage clients, assess needs, and craft tailored financial plans to help them achieve their goals with a strong focus on service quality and sales performance.

You will work in a collaborative team, leveraging Scotiabank resources to support client growth, product knowledge, and responsible financial guidance for a diverse client base.

Qualifications

• Must hold Mutual Funds licence and CIFP Diploma.
• Ability to build strong, long-lasting client relationships.
• Strong financial advice and planning skills to meet client goals.

Responsibilities

• Provide holistic financial planning and advice to clients.
• Educate clients on investment options and risk.
• Grow branch business by achieving sales targets and service goals.
• Develop and maintain long-term client relationships and trust.

Skills

Customer relationships

Sales targets

Financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Corner Brook, NL seeks a Senior Financial Advisor to deliver comprehensive personal banking and investment advice. You will engage clients, assess needs, and craft tailored financial plans to help them achieve their goals with a strong focus on service quality and sales performance.

You will work in a collaborative team, leveraging Scotiabank resources to support client growth, product knowledge, and responsible financial guidance for a diverse client base.