29 Oct
|
Scotiabank
|
Alberta
29 Oct
Scotiabank
Alberta
Build customer relationships at Scotiabank as a Senior Financial Advisor, connecting day-to-day banking, investments, and borrowing solutions. Work within the Canadian Banking Branch network.
This customer-centric advisor role focuses on understanding what customers ask for and providing advice that reflects their goals. You will create holistic financial plans, explain relevant insights, and nurture long-standing relationships. The position also contributes to branch business by delivering individual and team sales goals that support positive customer experiences.
Key Responsibilities: Listen proactively to understand customer needs
Provide education, insights, and expert financial guidance
Develop holistic plans for customer goals
Retain and grow lasting customer relationships
Deliver individual and team sales objectives
Requirements: Customer relationship-building appetite and drive
Strategic approach to personalized financial solutions
Proven ability to exceed sales targets
Mutual Funds licence
Completed CIFP Diploma
Use customer-centric advice, holistic planning, and sales performance to serve Scotiabank customers as a Senior Financial Advisor.
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📌 Scotiabank Branch Financial Advisor (Alberta)
🏢 Scotiabank
📍 Alberta