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Financial Advisor

Scotiabank
Canmore, Alberta, Canada
On-site

About this role

About the Role The Financial Advisor is a frontline member of Scotiabank's Canadian Banking Branch network. The role focuses on delivering exceptional service, understanding customer needs, and helping clients build comprehensive financial plans to achieve their goals. You will operate within a purpose-driven, inclusive, performance-oriented culture that supports development and growth. What You'll Do

  • Take a proactive approach to discovering customer needs, listening to understand what they are asking for
  • Educate customers, provide relevant insights and expert advice
  • Build customers' comprehensive plans using a holistic approach to help them achieve their goals
  • Nurture strong, long-standing relationships
  • Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience What We're Looking For
  • Appetite and drive to build strong customer relationships and deliver excellent customer service
  • Proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals
  • To uncover and solve for customers’ needs
  • Mutual Funds licence and working towards the CIFP Diploma Compensation & Benefits
  • A competitive compensation and benefits package
  • An organization committed to making a difference in our communities—for you and our customers
  • You’ll be recognized and rewarded for high-performance
  • You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development
  • You’ll receive clear, transparent criteria to progress in your career
  • You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

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