Senior Financial Advisor - Westmorland & McAllister, Saint John, NB

Scotiabank Global Site; Saint John; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Saint John, New Brunswick is seeking a Senior Financial Advisor to join their team. The role focuses on building strong customer relationships, developing personalized financial strategies, and achieving sales targets in a fast-paced environment. Candidates must have a Mutual Funds licence and a CIFP Diploma. The position offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation package

Career development opportunities

Collaborative team environment

Qualifications

• Drive to build strong customer relationships.
• Strategic mindset for personalized financial strategies.
• Proven ability to meet sales targets in fast-paced environment.

Responsibilities

• Discover customer needs through proactive approach.
• Educate customers with relevant insights and advice.
• Build comprehensive plans to help customers achieve goals.
• Nurture strong and long-standing customer relationships.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales strategy development

Proactive listening

Financial analysis

Education

Mutual Funds licence

CIFP Diploma

Job description

Senior Financial Advisor

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

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 customers 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 customers 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. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

Location

Saint John, New Brunswick, Canada