Senior Financial Advisor - Scotiabank, West Vancouver

Role overview

Join a purpose-driven winning team at Scotiabank, committed to results within an inclusive and high-performing culture. As part of the Canadian Banking Branch network, you will help employees and customers build their futures. Scotiabank offers coaching, learning, and development opportunities where you can make an impact and help make the futures of 25 million customers happen.

Key duties

As a customer-centric Senior Financial Advisor able to connect with people in a relatable way, you will provide exceptional service throughout the customer's journey by performing the following responsibilities:

• 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

Requirements

To succeed in this role at Scotiabank, candidates must meet the following criteria:

• 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

Who you'll work with

You will join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. Leadership will support you through meaningful development conversations that enable faster advancement and internal training to support your growth and development, all while working to make a difference in our communities for you and our customers.