Strategic Financial Advisor: Build Wealth & Relationships

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

Job summary

A leading financial institution in Ottawa is seeking a Senior Financial Advisor to build strong customer relationships and provide personalized financial strategies. The role emphasizes exceptional service and meeting sales goals in a dynamic environment. Candidates should hold a Mutual Funds licence and a CIFP Diploma. Competitive compensation and benefits offer career advancement opportunities within a collaborative team.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Inclusive and accessible work environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Appetite to build strong customer relationships.
• Ability to develop personalized financial strategies.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Proactively discover customer needs and provide relevant insights.
• Nurture long-standing relationships to grow the branch business.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Ottawa is seeking a Senior Financial Advisor to build strong customer relationships and provide personalized financial strategies. The role emphasizes exceptional service and meeting sales goals in a dynamic environment. Candidates should hold a Mutual Funds licence and a CIFP Diploma. Competitive compensation and benefits offer career advancement opportunities within a collaborative team.