Scotiabank Branch Financial Advisor (Edson)

Scotiabank Branch Financial Advisor (Edson)

29 Oct
|
Scotiabank
|
Edson

29 Oct

Scotiabank

Edson

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.

📌 Scotiabank Branch Financial Advisor (Edson)
🏢 Scotiabank
📍 Edson

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: scotiabank branch financial advisor (edson) / edson

Subscribe to this job alert:

Get the latest job offers by email for: scotiabank branch financial advisor (edson) / edson