Enhance your career with Scotiabank as a Senior Financial Advisor based in Burnaby, BC. Focus on proactive customer engagement and strategic financial advice.
In this role, you will work at the Brentwood Shopping Centre and play a crucial part in helping customers navigate their financial journeys. With a blend of relationship building, financial education, and sales acumen, you will serve a diverse client base in this fulfilling position.
Key Responsibilities:
• Identify and assess customer financial needs
• Offer tailored financial insights and strategies
• Create detailed financial plans for each client
• Strengthen client relationships through ongoing support
• Meet and exceed branch sales performance targets
Requirements:
• Desire to create lasting customer partnerships
• Ability to develop comprehensive financial strategies
• Proven sales success in a related setting
• Must hold a Mutual Funds license and pursue CIFP Diploma
• Familiarity with banking, investments, and loan services
Bring your financial expertise and customer dedication to the Senior Financial Advisor role at Scotiabank in Burnaby.
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📌 Senior Financial Advisor Position Burnaby
🏢 Scotiabank
📍 Burnaby