Strategic Financial Advisor: Wealth Planning & Client Relationships

Scotiabank; Vancouver; On-site; CAD 55,000 - 90,000; Full time

Job summary

Scotiabank in West Vancouver, BC is looking for a Senior Financial Advisor to deliver holistic financial planning and personalized solutions, helping clients achieve their short- and long-term goals.

You will educate clients on banking, investments, and borrowing strategies, build lasting relationships, and work with branch teams to grow the business while upholding an inclusive culture.

Qualifications

• The candidate must be effective at building and maintaining customer relationships.
• Ability to develop and present personalized financial strategies including day-to-day banking, investments and borrowing solutions.
• Proven track record of meeting and exceeding sales targets in a fast-paced environment.
• Mutual Funds licence and CIFP Diploma are required or clearly in progress.

Responsibilities

• Proactively identify customer needs and listen to understand their requests.
• Educate customers with relevant insights and expert advice.
• Develop comprehensive financial plans using a holistic approach to help clients achieve goals.
• Nurture strong, long-standing relationships with clients.
• Support branch sales goals and contribute to a positive customer experience.

Skills

Customer relationships

Sales targets

Financial advisory

Investments

Borrowing solutions

Education

CIFP Diploma

Mutual Funds Licence

Job description

Scotiabank in West Vancouver, BC is looking for a Senior Financial Advisor to deliver holistic financial planning and personalized solutions, helping clients achieve their short- and long-term goals.

You will educate clients on banking, investments, and borrowing strategies, build lasting relationships, and work with branch teams to grow the business while upholding an inclusive culture.