Financial Advisor, Investment & Retirement Planning - Burnaby Main Branch, Burnaby, B.C. (Anmore)

Financial Advisor, Investment & Retirement Planning - Burnaby Main Branch, Burnaby, B.C. (Anmore)

27 Sep
|
Scotiabank
|
Anmore

27 Sep

Scotiabank

Anmore

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 needsOffer tailored financial insights and strategiesCreate detailed financial plans for each clientStrengthen client relationships through ongoing supportMeet and exceed branch sales performance targetsRequirements:Desire to create lasting customer partnershipsAbility to develop comprehensive financial strategiesProven sales success in a related environmentMust hold a Mutual Funds license and pursue CIFP DiplomaFamiliarity with banking, investments, and loan servicesBring your financial expertise and customer dedication to the Senior Financial Advisor role at Scotiabank in Burnaby.

📌 Financial Advisor, Investment & Retirement Planning - Burnaby Main Branch, Burnaby, B.C. (Anmore)
🏢 Scotiabank
📍 Anmore

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