Senior Financial Advisor - Holistic Planning & Client Growth

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

Job summary

Scotiabank is seeking a Senior Financial Advisor in Calgary to deliver holistic financial planning and exceptional customer service across day-to-day banking, investments and borrowing solutions. You will educate clients, build personalized plans, nurture long-term relationships, and contribute to achieving branch sales goals.

A Mutual Funds licence and CIFP Diploma are required, and you will be supported by a collaborative team and ongoing development opportunities.

Qualifications

• Must hold Mutual Funds licence and CIFP Diploma.
• Proven ability to meet and exceed sales targets.
• Strong knowledge of day-to-day banking, investments and borrowing solutions.

Responsibilities

• Taking a proactive approach to discovering customer needs
• Educating customers with relevant insights and expert advice
• Building comprehensive plans using a holistic approach
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by meeting sales goals

Skills

Relationship building

Sales targets

Financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in Calgary to deliver holistic financial planning and exceptional customer service across day-to-day banking, investments and borrowing solutions. You will educate clients, build personalized plans, nurture long-term relationships, and contribute to achieving branch sales goals.

A Mutual Funds licence and CIFP Diploma are required, and you will be supported by a collaborative team and ongoing development opportunities.