Shape futures as a Senior Financial Advisor. Proactively foster customer relationships, educate clients, and design personalized strategies while delivering on sales goals in a team-oriented setting.This role requires a strategic mindset and the drive to meet customer needs effectively. You will build comprehensive financial plans that aid customers in achieving their goals while developing and nurturing long-standing relationships. Success is measured by meeting and exceeding sales targets while ensuring a positive customer experience.Key Responsibilities:
- Proactively discover customer needs and provide insights
- Educate clients with expert financial advice
- Build personalized comprehensive financial plans
- Nurture long-standing customer relationships
- Develop branch business by achieving sales goalsRequirements:
- Strong desire to build customer relationships
- Strategic mindset for personalized financial strategies
- Proven ability to meet sales targets
- Mutual Funds licence required
- Completed CIFP Diploma necessaryLeverage your financial expertise to make meaningful impacts while growing your career in a supportive environment. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g99ab
📌 Experienced Financial Advisor In Calgary
🏢 Scotiabank
📍 Calgary
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