Senior Financial Advisor Kings Place, Fredericton, NB

Scotiabank Global Site; Fredericton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Fredericton is looking for a Senior Financial Advisor to build strong customer relationships and develop personalized financial strategies. You will be responsible for helping clients achieve their financial goals while meeting sales targets. A Mutual Funds licence and CIFP Diploma are required. Join a collaborative team and enjoy competitive compensation and a commitment to community engagement.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Supportive leadership and development

Qualifications

• Strong customer relationship-building skills.
• Strategic mindset for personalized financial strategies.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Discover customer needs and provide relevant insights.
• Build comprehensive financial plans.
• Develop and grow branch business.

Skills

Business Development

Sales Experience

Wealth Management

Financial Planning

Customer relationship management

Education

CIFP Diploma

Mutual Funds licence

Job description

Overview

Requisition ID : 237343

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

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. You help make the futures of our 25 million customers happen. You can find your future here.

Location(s): Canada : New Brunswick : Fredericton

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.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are 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.

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

What you need to succeed

• 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. Youll 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

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

Employment Type : Advisor

Experience : years

Vacancy : 1