Senior Financial Advisor – Holistic Planning & Growth

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

Job summary

Scotiabank is seeking a Senior Financial Advisor in Vancouver to help clients plan and manage day-to-day banking, investments and borrowing needs. You will educate customers with tailored financial insights and build comprehensive plans while cultivating long-term relationships.

The role emphasizes achieving sales targets within a supportive, inclusive culture that values ongoing coaching, development and internal growth opportunities.

Qualifications

• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned to a customer’s stated goals.
• Mutual Funds licence and CIFP Diploma completed.

Responsibilities

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s 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

Skills

Customer relationships

Strategic mindset

Sales targets

Communication

Education

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in Vancouver to help clients plan and manage day-to-day banking, investments and borrowing needs. You will educate customers with tailored financial insights and build comprehensive plans while cultivating long-term relationships.

The role emphasizes achieving sales targets within a supportive, inclusive culture that values ongoing coaching, development and internal growth opportunities.