Customer Relationship Financial Advisor in Winnipeg

Customer Relationship Financial Advisor in Winnipeg

Winnipeg Full-Time On-site
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Build lasting customer relationships as a Financial Advisor with Scotiabank in Winnipeg, Manitoba. Apply listening skills, financial insights, and holistic planning.

This Financial Advisor position serves customers through Scotiabank's Canadian Banking Branch network. You will connect with people in a relatable way while understanding their needs and providing expert advice. Your work will include comprehensive planning, relationship development, and sales performance aligned with customer goals.

Key Responsibilities:

  • Connect with customers in a relatable way
  • Listen carefully to understand customer requests
  • Provide relevant financial insights and expert advice
  • Develop strong, long-standing customer relationships
  • Support positive experiences through branch sales goals

Requirements:

  • Strong appetite for customer relationship building
  • Proven ability to exceed sales targets
  • Customer-focused approach to solving needs
  • Ability to deliver excellent customer service
  • Mutual Funds licence and CIFP Diploma progress

Use relationship management, holistic planning, and customer-focused sales skills to serve Scotiabank customers as a Winnipeg Financial Advisor.

Customer Relationship Financial Advisor in Winnipeg 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.

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Contact Details:

Scotiabank Recruitment Team