Build holistic financial plans as a Senior Financial Advisor in Medicine Hat, using customer discovery and expert advice. Serve Scotiabank customers through meaningful conversations.
As a Senior Financial Advisor in Scotiabank’s Canadian Banking Branch network, you will connect with customers throughout their financial journeys. You will listen to understand their needs, provide relevant insights, and recommend personalized strategies. Your work will span day-to-day banking, investments, and borrowing solutions while supporting branch business growth.
Key Responsibilities:
- Proactively discover customer needs through attentive listening
- Educate customers with relevant insights and expert advice
- Build comprehensive plans using a holistic approach
- Nurture solid, long-standing customer relationships
- Deliver individual and team sales goals
Requirements:
- Drive to build strong customer relationships
- Strategic mindset for personalized financial strategies
- Ability to meet and exceed sales targets
- Mutual Funds licence and completed CIFP Diploma
Apply financial planning, customer relationship, and sales expertise as Scotiabank’s Senior Financial Advisor in Medicine Hat.
📌 Senior Financial Advisor Medicine Hat
🏢 Scotiabank
📍 Medicine Hat
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