Senior Financial Advisor — Holistic Banking & Wealth

Scotiabank; Lethbridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Lethbridge, Alberta. This role emphasizes building strong customer relationships, developing personalized financial strategies, and achieving sales targets. The bank offers a competitive compensation and benefits package, alongside excellent growth opportunities in an inclusive environment. Ideal candidates will have mutual funds licensing and a CIFP diploma.

Benefits

Competitive compensation and benefits

Support for career advancement

Collaborative team environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Appetite and drive to build strong customer relationships.
• Ability to develop personalized financial strategies.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers and provide relevant insights and expert advice.
• Build comprehensive plans using a holistic approach.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Lethbridge, Alberta. This role emphasizes building strong customer relationships, developing personalized financial strategies, and achieving sales targets. The bank offers a competitive compensation and benefits package, alongside excellent growth opportunities in an inclusive environment. Ideal candidates will have mutual funds licensing and a CIFP diploma.