Senior Financial Planner & Advisor

Scotiabank; Surrey; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Surrey is seeking a Senior Financial Advisor to foster strong customer relationships and develop personalized financial strategies. The ideal candidate will possess a Mutual Funds licence and CIFP Diploma, aiming to exceed sales targets while providing exceptional service. Join a diverse and inclusive team where you can make an impact and advance your career without needing to transfer branches.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Supportive leadership and environment

Qualifications

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

Responsibilities

• Discover customer needs and provide relevant insights.
• Build comprehensive financial plans for customers.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Surrey is seeking a Senior Financial Advisor to foster strong customer relationships and develop personalized financial strategies. The ideal candidate will possess a Mutual Funds licence and CIFP Diploma, aiming to exceed sales targets while providing exceptional service. Join a diverse and inclusive team where you can make an impact and advance your career without needing to transfer branches.