Senior Financial Advisor - Park Royal, West Vancouver, BC

Scotiabank; West Vancouver; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in West Vancouver. This role requires proactive customer service, strategic financial planning, and the ability to meet sales targets. The advisor will build strong relationships through expert advice and develop comprehensive financial plans for clients. Candidates should possess a Mutual Funds license and a CIFP Diploma. The bank offers competitive compensation and a commitment to professional growth and community engagement.

Benefits

Competitive compensation and benefits package

Continuous development opportunities

Recognition for high performance

Qualifications

• Proven ability to develop personalized banking, investment, and borrowing solutions.
• Experience in a fast-paced environment aligning with customer goals.

Responsibilities

• Educate customers and provide expert advice.
• Develop and grow branch business and customer relationships.
• Meet individual and team sales goals.

Skills

Building strong customer relationships

Strategic mindset for personalized financial strategies

Ability to meet and exceed sales targets

Education

Mutual Funds license

CIFP Diploma

Job description

Requisition ID: 241788

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

About the role

What your role will be…

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 ... during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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.