Senior Financial Advisor – Wealth & Banking

Scotiabank; Surrey; On-site; CAD 70,000 - 98,000; Full time

Job summary

Scotiabank in Surrey, BC is seeking a Senior Financial Advisor to deliver tailored financial strategies for clients in the Guildford Town Centre area. You will build deep client relationships, educate customers and guide them through day-to-day banking, investments and borrowing options.

You will rely on a Mutual Funds licence and CIFP Diploma to design comprehensive plans, meet or exceed sales targets, and contribute to a collaborative, inclusive banking team focused on client outcomes.

Qualifications

• 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 customer’s stated goals.
• A Mutual Funds licence and completed CIFP Diploma.

Responsibilities

• Engage customers to uncover needs and provide expert financial advice.
• Build comprehensive plans covering deposits, investments and borrowing solutions.
• Develop and maintain strong, long-standing client relationships.
• Support branch sales goals and contribute to team performance.

Skills

Customer relationship building

Strategic financial planning

Sales targets achievement

Wealth management knowledge

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Surrey, BC is seeking a Senior Financial Advisor to deliver tailored financial strategies for clients in the Guildford Town Centre area. You will build deep client relationships, educate customers and guide them through day-to-day banking, investments and borrowing options.

You will rely on a Mutual Funds licence and CIFP Diploma to design comprehensive plans, meet or exceed sales targets, and contribute to a collaborative, inclusive banking team focused on client outcomes.