Strategic Financial Advisor: Build Lasting Client Plans

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

Job summary

A leading financial institution is seeking a Financial Advisor for its Garden City Square location in Winnipeg, Manitoba. The role involves building strong customer relationships, educating clients, and surpassing sales goals. Ideal candidates have a Mutual Funds licence and are pursuing a CIFP Diploma. This position offers a competitive compensation package and opportunities for career advancement. A strong commitment to customer service and teamwork is required.

Benefits

Competitive compensation and benefits

Internal training for career growth

Supportive work environment

Qualifications

• A strong drive to build customer relationships and deliver exemplary service.
• Proven success in meeting and exceeding sales targets in a fast-paced environment.
• Ability to identify and solve customer needs.

Responsibilities

• Proactively discover customer needs.
• Educate customers with insights and expert advice.
• Build comprehensive plans for customers.
• Nurture strong customer relationships.
• Grow branch business and support sales goals.

Skills

Customer relationship building

Sales targets achievement

Communication

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking a Financial Advisor for its Garden City Square location in Winnipeg, Manitoba. The role involves building strong customer relationships, educating clients, and surpassing sales goals. Ideal candidates have a Mutual Funds licence and are pursuing a CIFP Diploma. This position offers a competitive compensation package and opportunities for career advancement. A strong commitment to customer service and teamwork is required.