Logo of Huzzle

Senior Financial Advisor - 118th Avenue & 81st Street Branch

  • Job
    Full-time
    Senior Level
  • Banking & Finance
  • Edmonton

AI generated summary

  • You need strong customer relationships, strategic mindset, proven sales success, Mutual Funds licence, and CIFP Diploma to excel in this Senior Financial Advisor role at Scotiabank.
  • You will proactively discover customer needs, educate them, build comprehensive plans, nurture relationships, and meet sales goals to support a positive customer experience.

Requirements

  • What you need to succeed…
  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
  • The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
  • A Mutual Funds licence and completed CIFP Diploma

Responsibilities

  • Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
  • Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
  • Educating our customers, providing relevant insights and expert advice
  • Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
  • Nurturing strong, long-standing relationships
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

FAQs

What qualifications are required for the Senior Financial Advisor position at the 118th Avenue & 81st Street Branch?

To succeed as a Senior Financial Advisor at the 118th Avenue & 81st Street Branch, you will need a strategic mindset, the ability to build strong customer relationships, a Mutual Funds licence, and a completed CIFP Diploma.

What are the key responsibilities of a Senior Financial Advisor at this branch?

As a Senior Financial Advisor, your responsibilities include proactively discovering customer needs, providing expert advice and insights, creating comprehensive financial plans, nurturing strong relationships, and meeting sales targets to support a positive customer experience.

How does Scotiabank support the career growth and development of Senior Financial Advisors at the 118th Avenue & 81st Street Branch?

Scotiabank offers a competitive compensation and benefits package, opportunities for advancement through meaningful development conversations, internal training programs, recognition for high performance, and clear criteria for career progression. Senior Financial Advisors can elevate their careers without needing to change branches.

Finance
Industry
10,001+
Employees

Mission & Purpose

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.

Culture & Values

  • Respect

    Everyone is always treated with dignity; diverse backgrounds and experiences are what make us better as a whole.

  • Integrity

    Acting honorably comes first – earning the trust of our customers (and each other) is what matters most.

  • Passion

    We’re enthusiastic about what we do, and want you to feel the same way. Imagine coming in to work, and actually feeling excited to learn!

  • Accountability

    We commit, we take action, and most importantly, we take responsibility for those actions. It’s just the right thing to do.