Senior Financial Advisor: Holistic Wealth & Banking Guidance

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

Job summary

A leading bank in Canada is looking for a Senior Financial Advisor in Winnipeg. In this role, you will build and nurture strong customer relationships, provide strategic financial advice, and develop personalized banking solutions. The ideal candidate has a drive to meet sales targets and holds a Mutual Funds licence along with a CIFP Diploma. This position offers competitive compensation and a collaborative work environment, allowing for professional growth and development opportunities.

Benefits

Competitive compensation and benefits package

Career progression and development opportunities

Supportive leadership and training programs

Qualifications

• The appetite and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strategies.
• The ability to meet and exceed sales targets in a fast-paced environment.
• A Mutual Funds licence and completed CIFP Diploma.

Responsibilities

• Discover customer needs and provide expert advice.
• Build comprehensive financial plans for customers.
• Nurture strong, long-standing relationships.
• Grow the branch business by meeting sales goals.

Skills

Building strong customer relationships

Strategic mindset

Meeting and exceeding sales targets

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in Canada is looking for a Senior Financial Advisor in Winnipeg. In this role, you will build and nurture strong customer relationships, provide strategic financial advice, and develop personalized banking solutions. The ideal candidate has a drive to meet sales targets and holds a Mutual Funds licence along with a CIFP Diploma. This position offers competitive compensation and a collaborative work environment, allowing for professional growth and development opportunities.