Senior Financial Advisor - Steveston Branch - Richmond, BC

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

Job summary

A leading financial institution in Richmond is seeking a Senior Financial Advisor to drive exceptional customer service. You will build strong relationships and develop personalized financial strategies, impacting the futures of customers. The role requires a mutual funds license and proven sales success. Join a collaborative team and enjoy a competitive compensation package along with meaningful career development opportunities. Make a difference in the community while growing your expertise.

Benefits

Competitive compensation

Benefits package

Career development opportunities

Qualifications

• Drive to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Discover customer needs and provide relevant advice.
• Build comprehensive financial plans for customers.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales strategy development

Proven sales targets achievement

Education

Mutual Funds licence

Completed CIFP Diploma

Job description

Requisition ID: 245957

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…

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 customer’s 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 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 personalised 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 organisation where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organisation committed to making a difference in our communities – for you and our customers.
• You can expect to be recognised 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 : Richmond

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. If you require technical assistance, 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.