Senior Financial Advisor & Wealth Planner

Scotiabank; Vancouver; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Vancouver. In this role, you will build strong relationships with customers, develop personalized financial strategies, and ensure exceptional service throughout the customer journey. The ideal candidate will have a Mutual Funds licence and CIFP Diploma, along with a proven track record of meeting sales targets. The position comes with competitive compensation and a commitment to career growth and development opportunities.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership and development conversations

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Understanding of day-to-day banking, investment, and borrowing solutions.

Responsibilities

• Discover customer needs and provide relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their financial goals.
• Develop and grow the branch business while delivering excellent customer service.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Vancouver. In this role, you will build strong relationships with customers, develop personalized financial strategies, and ensure exceptional service throughout the customer journey. The ideal candidate will have a Mutual Funds licence and CIFP Diploma, along with a proven track record of meeting sales targets. The position comes with competitive compensation and a commitment to career growth and development opportunities.