Senior Financial Advisor - Grow Client Wealth & Plans

Scotiabank; Surrey; On-site; CAD 70,000 - 100,000; Full time

Job summary

Scotiabank is seeking a Senior Financial Advisor for the Ocean Park Branch in Surrey, BC. You will work within a customer-centric banking network to deliver personalized financial strategies.

The role emphasizes building strong client relationships, proactive needs discovery, and ongoing advisory support in investments, deposits and lending. This position offers opportunities to develop, retain and grow branch business while achieving individual and team sales goals in a collaborative, inclusive

Qualifications

• Mutual Funds licence and CIFP Diploma are required.
• Proven ability to meet and exceed sales targets in a fast-paced environment.

Responsibilities

• Take a proactive approach to understanding customer needs and provide tailored financial guidance.
• Educate clients with insights and expert advice on investments, day-to-day banking, and borrowing options.
• Build comprehensive financial plans using a holistic approach to help clients achieve their goals.
• Nurture and grow lasting relationships with branch customers.
• Develop and retain branch business by delivering against individual and team sales goals.

Skills

Mutual Funds licence

Education

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor for the Ocean Park Branch in Surrey, BC. You will work within a customer-centric banking network to deliver personalized financial strategies.

The role emphasizes building strong client relationships, proactive needs discovery, and ongoing advisory support in investments, deposits and lending. This position offers opportunities to develop, retain and grow branch business while achieving individual and team sales goals in a collaborative, inclusive