Senior Financial Advisor - Terra Losa Centre Branch

Scotiabank; Edmonton; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking organization as a Senior Financial Advisor, where you can make a significant impact on clients' futures. This role emphasizes building strong relationships and providing exceptional service, while helping customers navigate their financial journeys. With a commitment to diversity and inclusion, you'll be part of a collaborative team dedicated to personal and professional growth. Enjoy a competitive compensation package and opportunities for career advancement without the need to relocate. If you're passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

Competitive compensation and benefits package

Opportunities for internal training and growth

Recognition and rewards for high performance

Clear criteria for career progression

Inclusive and accessible environment

Qualifications

• Strong relationship-building skills and a drive to connect with customers.
• Proven ability to meet and exceed sales targets in a fast-paced environment.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Build comprehensive financial plans using a holistic approach.
• Develop, retain, and grow the branch business by meeting sales goals.

Skills

Relationship Building

Customer Service

Sales Target Achievement

Financial Planning

Strategic Mindset

Education

Mutual Funds License

CIFP Diploma

Job description

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Requisition ID: 223515

Join a purpose-driven, results-oriented team committed to 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 succeed together. With a commitment to diversity and inclusion, and a culture focused on coaching, learning, and development, there are endless possibilities. Here, you can make an impact by helping shape the futures of our 25 million customers. Find your future with us.

What you’ll be doing...

Our Advisors are customer-centric and skilled at connecting with people in a relatable way. As a key member of the Canadian Banking Branch network, your focus will be to provide exceptional service throughout the customer’s journey by:

• Proactively discovering customer needs and listening to understand their requests
• Educating customers and providing relevant insights and expert advice
• Building comprehensive financial plans using a holistic approach to help clients achieve their goals
• Nurturing strong, long-lasting relationships
• Developing, retaining, and growing the branch business by meeting individual and team sales goals that support a positive customer experience

What you need to succeed...

• Strong relationship-building skills and a drive to connect with customers
• A strategic mindset to develop personalized financial strategies, including banking, investments, and borrowing solutions
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals
• A Mutual Funds license and completed CIFP Diploma

What we’re offering...

• The chance to join a forward-thinking organization with a collaborative team of innovative thinkers
• A competitive compensation and benefits package
• An organization dedicated to making a positive impact in our communities for you and our customers
• Recognition and rewards for high performance, supported by leadership through meaningful development conversations, internal training, and growth opportunities
• Clear and transparent criteria for career progression
• Opportunities to advance without relocating, allowing you to build deeper relationships and enhance your expertise from your current position

Location(s): Canada : Alberta : Edmonton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, their families, and communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. For technical assistance, please click here. Candidates must apply online to be considered. We appreciate all applicants’ interest; only those selected for an interview will be contacted.