Senior Financial Advisor: Cultivate Client Growth & Plans

Scotiabank; Regina; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Regina to help customers achieve their financial goals through personalized strategies and exceptional service. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma, along with a track record of exceeding sales targets. This role offers competitive compensation, career advancement opportunities, and a collaborative work environment.

Benefits

Competitive compensation and benefits package

Career development and advancement opportunities

Inclusive work environment

Qualifications

• Ability to meet and exceed sales targets in a fast-paced environment.
• Drive to build and maintain strong customer relationships.
• Strategic mindset for personalized financial strategies.

Responsibilities

• Proactively discover and address customer needs.
• Provide relevant insights and financial advice to customers.
• Develop comprehensive plans to help customers achieve their financial goals.
• Nurture long-standing customer relationships.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales targeting

Strategic financial planning

Listening skills

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution is seeking a Senior Financial Advisor in Regina to help customers achieve their financial goals through personalized strategies and exceptional service. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma, along with a track record of exceeding sales targets. This role offers competitive compensation, career advancement opportunities, and a collaborative work environment.