Senior Financial Advisor - Kildonan Place, Winnipeg, MB

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

Job summary

A leading banking organization in Winnipeg is looking for a Senior Financial Advisor. You will be responsible for building customer relationships and developing personalized financial strategies to meet their needs. The ideal candidate has a sales-driven mindset and relevant licenses. Enjoy a competitive benefits package and opportunities for career advancement while contributing to community success.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team environment

Qualifications

• A strategic mindset to develop personalized financial strategies.
• The proven ability to meet and exceed sales targets.
• The appetite and drive to build strong customer relationships.

Responsibilities

• Taking a proactive approach to discovering customer needs.
• Educating customers with relevant insights and expert advice.
• Building comprehensive plans using a holistic approach.

Skills

Business Development

Sales Experience

Customer relationship management

Financial Planning

Wealth Management

Education

Mutual Funds licence and CIFP Diploma

Job description

Requisition ID : 231846

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

Overview

Senior Financial Advisor at Scotiabank. You help make the futures of our customers happen and contribute to our inclusive, performance-oriented culture.

Role

Senior Financial Advisor

At Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching learning and development there are endless possibilities. At Scotiabank you can make an impact.

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 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

Qualifications

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies including day-to-day banking investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customers stated goals
• A Mutual Funds licence and completed CIFP Diploma

What we’re offering

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• Youll receive clear transparent criteria to progress in your career.
• You wont need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s) : Canada : Manitoba : Winnipeg

Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

Scotiabank is committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please contact us. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Experience

Required Experience : Senior IC

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Investment Experience
• Military Experience
• Securities Law
• Customer relationship management
• Financial Planning
• Wills

Job Details

Employment Type : Advisor

Experience : years

Vacancy : 1