Senior Financial Advisor: Holistic Planning & Growth

Scotiabank; Truro; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank in Truro, Nova Scotia is seeking a Senior Financial Advisor to guide clients through personalized financial planning and investment strategies. You will build relationships, educate clients, and collaborate with teams to deliver tailored advice and solutions.

The role emphasizes proactive customer engagement, a strategic approach to wealth management, and meeting sales targets while maintaining exemplary service and compliance standards.

Qualifications

• Mutual funds licence is required.
• CIFP Diploma completed.

Responsibilities

• Taking a proactive approach to discovering customer needs, listening to understand what they are asking for.
• Educating customers, providing relevant insights and expert advice.
• Building customers’ comprehensive plans using a holistic approach to help them achieve their goals.
• Nurturing strong, long-standing relationships.
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

Education

CIFP Diploma

Job description

Scotiabank in Truro, Nova Scotia is seeking a Senior Financial Advisor to guide clients through personalized financial planning and investment strategies. You will build relationships, educate clients, and collaborate with teams to deliver tailored advice and solutions.

The role emphasizes proactive customer engagement, a strategic approach to wealth management, and meeting sales targets while maintaining exemplary service and compliance standards.