Senior Financial Advisor: Holistic Wealth & Goals Planner

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

Benefits offered by this job

Competitive compensation

Benefits package

Career development

Job summary

Scotiabank is seeking a Senior Financial Advisor in West Vancouver, BC. You will connect with clients to understand needs, provide financial guidance, and build tailored plans across banking, investments, and borrowing solutions.

You will nurture long-term relationships, strive to exceed sales goals, and contribute to a collaborative, inclusive team focused on client outcomes and community impact.

Qualifications

• Mutual Funds licence and CIFP Diploma are required.
• Ability to develop personalized financial strategies including investments and borrowing solutions.

Responsibilities

• Provide proactive, customer-centric financial advice to clients.
• Educate clients on options and build comprehensive financial plans.
• Develop, retain and grow branch business by achieving sales goals.

Skills

Customer relationship building

Sales targets

Financial advisory

Investment guidance

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in West Vancouver, BC. You will connect with clients to understand needs, provide financial guidance, and build tailored plans across banking, investments, and borrowing solutions.

You will nurture long-term relationships, strive to exceed sales goals, and contribute to a collaborative, inclusive team focused on client outcomes and community impact.