Senior Financial Advisor | Wealth Planning & Client Growth

Scotiabank Global Site; City of Moncton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services organization is seeking a Senior Financial Advisor in Moncton. Responsibilities include building strong customer relations, creating personalized financial strategies, and providing exceptional service. The ideal candidate should possess a Mutual Funds licence, a CIFP Diploma, and a proven ability to meet sales targets in a fast-paced environment. This role offers a competitive compensation and benefits package, promoting a collaborative team culture.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive development conversations

Inclusive workplace culture

Qualifications

• The appetite and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strategies.
• The proven ability to meet and exceed sales targets.

Responsibilities

• Provide exceptional service throughout the customers journey.
• Educate customers and provide relevant insights.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Investment Experience

Military Experience

Securities Law

Customer relationship management

Financial Planning

Wills

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial services organization is seeking a Senior Financial Advisor in Moncton. Responsibilities include building strong customer relations, creating personalized financial strategies, and providing exceptional service. The ideal candidate should possess a Mutual Funds licence, a CIFP Diploma, and a proven ability to meet sales targets in a fast-paced environment. This role offers a competitive compensation and benefits package, promoting a collaborative team culture.