Senior Financial Advisor Moncton, NB

Scotiabank Global Site; City of Moncton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services organization is seeking a Senior Financial Advisor in Moncton. Responsibilities include building strong customer relations, creating personalized financial strategies, and providing exceptional service. The ideal candidate should possess a Mutual Funds licence, a CIFP Diploma, and a proven ability to meet sales targets in a fast-paced environment. This role offers a competitive compensation and benefits package, promoting a collaborative team culture.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive development conversations

Inclusive workplace culture

Qualifications

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

Responsibilities

• Provide exceptional service throughout the customers journey.
• Educate customers and provide relevant insights.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Investment Experience

Military Experience

Securities Law

Customer relationship management

Financial Planning

Wills

Education

Mutual Funds licence

CIFP Diploma

Job description

Overview

Requisition ID : 236117

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

Location: Canada : New Brunswick : Moncton

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.

What your role will

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 youll be doing

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by :

• 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 were 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

#LI-HF1

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

Scotiabank is an inclusive employer. If you require accommodation during the recruitment process please let our Recruitment team know. 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.