Senior Financial Advisor Position Burnaby

Senior Financial Advisor Position Burnaby

29 Sep
|
Scotiabank
|
Burnaby

29 Sep

Scotiabank

Burnaby

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.

📌 Senior Financial Advisor Position Burnaby
🏢 Scotiabank
📍 Burnaby

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