Senior Financial Advisor Edson

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.