Strategic Financial Advisor - Build Relationships & Impact

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

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Dartmouth, Nova Scotia. This role requires building strong customer relationships and providing personalized financial strategies. Candidates should possess a Mutual Funds license and CIFP Diploma. Join a collaborative team focused on making an impact in the community while enjoying a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Supportive and collaborative team environment

Qualifications

• Ability to connect with customers in a relatable way.
• Proven track record of sales success in a fast-paced environment.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Discover customer needs and provide relevant insights.
• Build comprehensive plans to achieve customer goals.
• Grow branch business by delivering on sales goals.

Skills

Customer relationship building

Sales target achievement

Holistic financial strategy development

Education

Mutual Funds license

CIFP Diploma

Job description

A leading financial institution is seeking a Senior Financial Advisor in Dartmouth, Nova Scotia. This role requires building strong customer relationships and providing personalized financial strategies. Candidates should possess a Mutual Funds license and CIFP Diploma. Join a collaborative team focused on making an impact in the community while enjoying a competitive compensation package and opportunities for career advancement.