Senior Financial Advisor – Holistic Planning & Growth

Scotiabank; Saskatoon; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading banking institution seeks a Senior Financial Advisor in Saskatoon. In this role, you will be responsible for building strong customer relationships, developing personalized financial strategies, and exceeding sales targets. This position offers a competitive compensation package and opportunities for growth within a collaborative environment. Ideal candidates will have a Mutual Funds licence, a CIFP Diploma, and a proactive approach to customer service.

Benefits

Competitive compensation package

Opportunities for growth and development

Inclusivity and supportive work environment

Qualifications

• The ability to develop personalized financial strategies.
• Experience in exceeding sales goals in a fast-paced environment.
• Strong customer-centric mindset.

Responsibilities

• Discovering customer needs and providing insights.
• Building comprehensive financial plans for clients.
• Nurturing long-standing customer relationships.

Skills

Customer relationship building

Sales targets achievement

Financial strategy development

Proactive communication

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading banking institution seeks a Senior Financial Advisor in Saskatoon. In this role, you will be responsible for building strong customer relationships, developing personalized financial strategies, and exceeding sales targets. This position offers a competitive compensation package and opportunities for growth within a collaborative environment. Ideal candidates will have a Mutual Funds licence, a CIFP Diploma, and a proactive approach to customer service.