Senior Financial Advisor - Park Royal Shopping Centre - West Vancouver, BC

Scotiabank; Vancouver; On-site; CAD 55,000 - 90,000; Full time

Job summary

Scotiabank in West Vancouver, BC is looking for a Senior Financial Advisor to deliver holistic financial planning and personalized solutions, helping clients achieve their short- and long-term goals.

You will educate clients on banking, investments, and borrowing strategies, build lasting relationships, and work with branch teams to grow the business while upholding an inclusive culture.

Qualifications

• The candidate must be effective at building and maintaining customer relationships.
• Ability to develop and present personalized financial strategies including day-to-day banking, investments and borrowing solutions.
• Proven track record of meeting and exceeding sales targets in a fast-paced environment.
• Mutual Funds licence and CIFP Diploma are required or clearly in progress.

Responsibilities

• Proactively identify customer needs and listen to understand their requests.
• Educate customers with relevant insights and expert advice.
• Develop comprehensive financial plans using a holistic approach to help clients achieve goals.
• Nurture strong, long-standing relationships with clients.
• Support branch sales goals and contribute to a positive customer experience.

Skills

Customer relationships

Sales targets

Financial advisory

Investments

Borrowing solutions

Education

CIFP Diploma

Mutual Funds Licence

Job description

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

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 : British Columbia : West Vancouver

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 (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.