Senior Financial Advisor in St. Albert

Senior Financial Advisor in St. Albert

22 Sep
|
Scotiabank
|
St. Albert

22 Sep

Scotiabank

St. Albert

Transform client financial journeys as a Senior Financial Advisor at Scotiabank, utilizing a holistic approach in a flourishing and inclusive team workplace located in St. Albert, Alberta. In this role, you will engage with customers, gaining insights into their financial needs and delivering tailored advice.

As part of Scotiabank's commitment to diversity, you will be supported in your growth and development while helping our clients achieve their financial aspirations. Your performance will directly contribute to growth, as you'll be responsible for nurturing relationships and hitting key performance metrics. Key Responsibilities:

- Proactively assess customer needs through consultations
- Provide expert advice and education to clients




- Develop personalized financial plans to help achieve goals
- Build lasting relationships based on trust and understanding
- Assist in achieving branch business and sales objectives Requirements:
- Proven relationship management and customer service skills
- Strategic approach to financial strategy development
- Record of meeting or exceeding sales goals
- Completion of Mutual Funds and CIFP certification
- Commitment to continual career development and success Impact your career and client futures at Scotiabank in St. Albert.

📌 Senior Financial Advisor in St. Albert
🏢 Scotiabank
📍 St. Albert

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