Senior Financial Advisor - Personal Wealth & Relationships

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Surrey, British Columbia. This role focuses on building customer relationships and providing expert financial advice to help clients achieve their goals. The ideal candidate has a Mutual Funds licence and a CIFP Diploma, along with a proven track record of exceeding sales targets. Competitive compensation and a commitment to inclusive culture make this an excellent opportunity.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Training and development support

Qualifications

• Ability to build strong customer relationships.
• Strategic mindset for personalized financial strategies.
• Proven sales targets achievement.

Responsibilities

• Discover customer needs proactively.
• Educate customers with expert advice.
• Ensure exceptional service throughout the customer’s journey.
• Grow business by meeting sales goals.

Skills

Customer relationship building

Strategic financial planning

Sales target achievement

Proactive listening

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Surrey, British Columbia. This role focuses on building customer relationships and providing expert financial advice to help clients achieve their goals. The ideal candidate has a Mutual Funds licence and a CIFP Diploma, along with a proven track record of exceeding sales targets. Competitive compensation and a commitment to inclusive culture make this an excellent opportunity.