Senior Wealth & Banking Advisor

Scotiabank; Town of Cochrane; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Cochrane, Alberta. You will build strong customer relationships, develop personalized financial strategies, and help clients meet their goals. The ideal candidate has a Mutual Funds licence and a CIFP Diploma, along with a proven track record in exceeding sales targets. The role offers a competitive compensation package and opportunities for career advancement in a supportive environment.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive development conversations

Qualifications

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

Responsibilities

• Discover and understand customer needs.
• Provide relevant insights and expert advice.
• Build comprehensive plans for customers.
• Nurture strong, long-standing relationships.
• Deliver against individual and team sales goals.

Skills

Building strong customer relationships

Strategic mindset

Meeting and exceeding sales targets

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor in Cochrane, Alberta. You will build strong customer relationships, develop personalized financial strategies, and help clients meet their goals. The ideal candidate has a Mutual Funds licence and a CIFP Diploma, along with a proven track record in exceeding sales targets. The role offers a competitive compensation package and opportunities for career advancement in a supportive environment.