Senior Financial Planner — Personal Wealth & Advisory

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

Job summary

A leading financial institution in Winnipeg seeks a Senior Financial Advisor to provide exceptional service and develop comprehensive financial strategies for customers. The ideal candidate will drive sales, build strong customer relationships, and exceed performance targets while being part of an inclusive, high-performing culture. Join us for competitive compensation and career advancement opportunities.

Benefits

Competitive compensation and benefits

Recognition for high performance

Career advancement and development opportunities

Qualifications

• Appetite to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven track record of exceeding sales targets.

Responsibilities

• Connect with customers to understand their needs.
• Provide relevant insights and expert advice.
• Develop comprehensive plans to achieve customer goals.
• Nurture strong, long-standing relationships.
• Grow the branch business by meeting sales goals.

Skills

Strong customer relationships

Strategic financial strategies

Meeting sales targets

Education

Mutual Funds license

CIFP Diploma

Job description

A leading financial institution in Winnipeg seeks a Senior Financial Advisor to provide exceptional service and develop comprehensive financial strategies for customers. The ideal candidate will drive sales, build strong customer relationships, and exceed performance targets while being part of an inclusive, high-performing culture. Join us for competitive compensation and career advancement opportunities.