Senior Financial Advisor - University Heights Branch

Scotiabank Global Site; Victoria; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Victoria is seeking a Senior Financial Advisor to provide exceptional service to customers. The role involves building strong customer relationships and developing personalized financial strategies. Ideal candidates will have a Mutual Funds license and a CIFP Diploma, with a passion for customer success. This position offers competitive compensation and a collaborative work environment.

Benefits

Competitive compensation

Collaborative team environment

Opportunities for internal training

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• The appetite to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Provide exceptional service throughout the customer's journey.
• Educate customers with relevant insights and expert advice.
• Develop and grow the branch business by achieving sales goals.

Skills

Business Development

Sales Experience

Customer relationship management

Wealth Management

Financial Planning

Education

Mutual Funds license

CIFP Diploma

Job description

Requisition ID : 235267

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

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 youll 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 customers 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 customers 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 customers stated goals
• A Mutual Funds licence and completed CIFP Diploma

What were 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. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• Youll receive clear transparent criteria to progress in your career.
• You wont 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 : Victoria

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 (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 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.

Required Experience :

Senior IC

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Investment Experience
• Military Experience
• Securities Law
• Customer relationship management
• Financial Planning
• Wills

Employment Type : Advisor

Experience : years

Vacancy : 1