Strategic Financial Advisor — Build Holistic Wealth Plans

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor for its branch in Dartmouth, NS. This role focuses on building strong customer relationships and providing expert financial advice. Candidates should have a Mutual Funds licence and a CIFP Diploma, along with the ability to exceed sales targets. The position offers competitive compensation, a commitment to community impact, and opportunities for career advancement in an inclusive workplace.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership for professional development

Qualifications

• Ability to build strong customer relationships.
• Proven ability to develop personalized financial strategies.
• Experience in meeting and exceeding sales targets.

Responsibilities

• Discovering customer needs and delivering relevant insights.
• Building comprehensive financial plans to achieve customer goals.
• Nurturing long-standing customer relationships.

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 for its branch in Dartmouth, NS. This role focuses on building strong customer relationships and providing expert financial advice. Candidates should have a Mutual Funds licence and a CIFP Diploma, along with the ability to exceed sales targets. The position offers competitive compensation, a commitment to community impact, and opportunities for career advancement in an inclusive workplace.