Senior Financial Advisor - Wealth Planning & Growth

Scotiabank Global Site; Abbotsford; On-site; CAD 60,000 - 90,000; Full time

Job summary

A major financial institution in Abbotsford is looking for a Senior Financial Advisor to join their team. This role involves building strong customer relationships and providing tailored financial strategies to meet their needs. Ideal candidates will possess a Mutual Funds licence and CIFP Diploma, along with proven sales experience. The position offers a competitive compensation package and career growth opportunities through supportive leadership.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team environment

Qualifications

• Drive to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven ability to meet sales targets.

Responsibilities

• Provide exceptional service by understanding customer needs.
• Educate customers with relevant insights and advice.
• Build comprehensive plans for customer goals.

Skills

Business Development

Sales Experience

Wealth Management

Financial Planning

Customer relationship management

Investment Experience

Education

Mutual Funds Licence

CIFP Diploma

Job description

A major financial institution in Abbotsford is looking for a Senior Financial Advisor to join their team. This role involves building strong customer relationships and providing tailored financial strategies to meet their needs. Ideal candidates will possess a Mutual Funds licence and CIFP Diploma, along with proven sales experience. The position offers a competitive compensation package and career growth opportunities through supportive leadership.