Senior Financial Advisor – Personal Wealth Planning

Scotiabank; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Calgary, Alberta. This role focuses on building strong customer relationships and developing tailored financial strategies to meet clients' goals. Successful candidates will possess a Mutual Funds licence and a CIFP Diploma, alongside a proven track record in achieving sales targets. The position offers competitive compensation within a collaborative team environment, promoting personal and professional growth.

Benefits

Competitive compensation and benefits package

Recognition and rewards for high performance

Support for professional development

Qualifications

• Ability to connect with customers and understand their needs.
• Experience in developing personalized financial strategies.
• Proven ability to exceed sales targets.

Responsibilities

• Discover customer needs and provide relevant insights.
• Build comprehensive financial plans for customers.
• Nurture long-standing relationships and deliver on sales goals.

Skills

Customer relationship building

Strategic financial planning

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Calgary, Alberta. This role focuses on building strong customer relationships and developing tailored financial strategies to meet clients' goals. Successful candidates will possess a Mutual Funds licence and a CIFP Diploma, alongside a proven track record in achieving sales targets. The position offers competitive compensation within a collaborative team environment, promoting personal and professional growth.