Wealth Advisor: Holistic Financial Planning & Growth

Scotiabank; Brandon; On-site; CAD 52,000 - 78,000; Full time

Job summary

Scotiabank is recruiting a Financial Advisor in Brandon, Manitoba. The role focuses on proactive client needs discovery, education, and tailored financial planning to help customers achieve their goals.

You will build long-term relationships, support branch sales goals, and provide expert advice, underpinned by a Mutual Funds licence and momentum toward CIFP Diploma. Scotiabank offers a supportive, inclusive environment and opportunities for growth.

Qualifications

• Build strong customer relationships and deliver excellent service.
• Meet and exceed sales targets in a fast-paced environment.
• Identify and solve customers’ needs with tailored financial advice.
• Hold Mutual Funds licence and work towards CIFP Diploma.

Responsibilities

• Proactively seek customer needs and listen to understand goals.
• Educate customers with relevant insights and guidance.
• Create holistic financial plans to help customers reach objectives.
• Nurture long-term relationships and trust.
• Drive branch sales while maintaining high customer experience.

Skills

Customer relationship

Sales targets

Financial advice

Communication skills

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

Scotiabank is recruiting a Financial Advisor in Brandon, Manitoba. The role focuses on proactive client needs discovery, education, and tailored financial planning to help customers achieve their goals.

You will build long-term relationships, support branch sales goals, and provide expert advice, underpinned by a Mutual Funds licence and momentum toward CIFP Diploma. Scotiabank offers a supportive, inclusive environment and opportunities for growth.