Senior Financial Planner: Guide Wealth & Goals

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in West Vancouver. This role requires proactive customer service, strategic financial planning, and the ability to meet sales targets. The advisor will build strong relationships through expert advice and develop comprehensive financial plans for clients. Candidates should possess a Mutual Funds license and a CIFP Diploma. The bank offers competitive compensation and a commitment to professional growth and community engagement.

Benefits

Competitive compensation and benefits package

Continuous development opportunities

Recognition for high performance

Qualifications

• Proven ability to develop personalized banking, investment, and borrowing solutions.
• Experience in a fast-paced environment aligning with customer goals.

Responsibilities

• Educate customers and provide expert advice.
• Develop and grow branch business and customer relationships.
• Meet individual and team sales goals.

Skills

Building strong customer relationships

Strategic mindset for personalized financial strategies

Ability to meet and exceed sales targets

Education

Mutual Funds license

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in West Vancouver. This role requires proactive customer service, strategic financial planning, and the ability to meet sales targets. The advisor will build strong relationships through expert advice and develop comprehensive financial plans for clients. Candidates should possess a Mutual Funds license and a CIFP Diploma. The bank offers competitive compensation and a commitment to professional growth and community engagement.