Senior Financial Advisor Edson (Alberta)

Senior Financial Advisor Edson (Alberta)

22 Oct
|
Scotiabank
|
Alberta

22 Oct

Scotiabank

Alberta

Serve Scotiabank customers in Edson as a Senior Financial Advisor, using relationship-building and strategic financial planning skills. Support customers throughout their banking journey.
As a Senior Financial Advisor within Scotiabank’s Canadian Banking Branch network, you will provide customer-centric advice and service. Develop personalized strategies across day-to-day banking, investments, and borrowing solutions. Help customers pursue stated goals while supporting individual and team sales objectives through relevant insights and expert advice.
Key Responsibilities: Discover customer needs through proactive listening and understanding
Educate customers with relevant insights and expert financial advice




Build comprehensive plans using a holistic customer approach
Nurture strong, long-standing customer relationships
Grow branch business through individual and team sales goals
Requirements: Drive to build robust customer relationships
Strategic mindset for personalized financial strategies
Ability to meet and exceed customer-aligned sales targets
Mutual Funds licence
Completed CIFP Diploma
Bring financial strategy, customer education, and relationship development to Scotiabank’s Senior Financial Advisor team in Edson.

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📌 Senior Financial Advisor Edson (Alberta)
🏢 Scotiabank
📍 Alberta

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