Senior Financial Advisor - Mahogany, Calgary, AB

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

Benefits offered by this job

Competitive compensation

Benefits package

Growth opportunities

Internal training

Career development

Job summary

Scotiabank in Calgary, Alberta is seeking a Senior Financial Advisor to help clients build comprehensive financial plans, delivering expert guidance across daily banking, investments and borrowing. You will foster long-term relationships and contribute to branch growth through proactive advisory services.

The role emphasizes discovering client needs, educating customers with relevant insights, and working within a collaborative team to reach sales goals.

Qualifications

• Proven ability to build relationships and provide financial guidance across banking, investments and borrowing.
• Strong track record of meeting/exceeding sales targets in a fast-paced environment.
• Licences and certifications required: Mutual Funds licence and CIFP Diploma.

Responsibilities

• Taking a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educating customers and providing relevant insights and expert advice.
• Building customers' comprehensive plans with a holistic approach to help them achieve their goals.
• Nurturing strong, long-standing relationships.
• Developing, retaining and growing the branch business by delivering against sales goals.

Skills

Relationship building

Strategic mindset

Sales targets achievement

Financial advisory

Education

CIFP Diploma

Mutual Funds licence

Job description

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

What you'll be doing…

• 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

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 customer's 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.
• You’ll receive clear, transparent criteria to progress in your career.
• You won't 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 : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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. 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.