Senior Wealth Advisor: Holistic Planning & Growth

Scotiabank; Burnaby; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Burnaby. This role focuses on building strong customer relationships and providing personalized financial strategies. Successful candidates will possess the drive to achieve sales targets and hold a Mutual Funds licence. Competitive compensation and opportunities for career growth are offered, alongside a collaborative team culture.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team 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

• Provide exceptional service throughout the customer's journey.
• Educate customers with relevant insights and expert advice.
• Develop and grow the branch business by achieving sales goals.

Skills

Customer relationship building

Strategic financial planning

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Burnaby. This role focuses on building strong customer relationships and providing personalized financial strategies. Successful candidates will possess the drive to achieve sales targets and hold a Mutual Funds licence. Competitive compensation and opportunities for career growth are offered, alongside a collaborative team culture.