Senior Financial Advisor - West Vancouver Branch

Scotiabank; West Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Metro Vancouver to build and maintain strong customer relationships while providing personalized financial strategies. The ideal candidate has a CIFP Diploma, a Mutual Funds licence, and a proven sales track record. This position offers competitive compensation and opportunities for professional growth in a collaborative environment.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and training

Qualifications

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

Responsibilities

• Build comprehensive plans using a holistic approach to help customers achieve their goals.
• Educate customers and provide expert advice.
• Nurture strong, long-standing relationships.

Skills

Customer relationship building

Sales targets achievement

Strategic financial planning

Education

CIFP Diploma

Mutual Funds licence

Job description

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

About the role

What your role will be… 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.

What you’ll 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 customer’s 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 customer’s 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 customer’s stated goals
• A Mutual Funds licence and completed CIFP Diploma

What we’re 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.
• You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career.

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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.