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 strong 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.
Senior Financial Advisor Edson employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
