Senior Financial Advisor | Scotiabank- Fernie, Canada

Job Details:
Corporate Social Responsibility
Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.
Are you looking to manage complex customer portfolios using your expert knowledge of financial planning tools and resources? Can you take a proactive approach to customer relationship management? Are you looking to build your presentation and networking skills to drive business? Are you looking for a company with a solid training program and is committed to your career development? If you answered YES to these questions, then Scotiabank is where you want to be!
As a member of your branch sales team you are responsible for contributing to your branch’s overall success by meeting negotiated goals through effective management of your assigned portfolio of customers. Leading with a financial planning approach you develop opportunities to increase share of wallet from existing portfolios, and generate new customer acquisitions through referrals from assigned customers and Centres of Influence. Your defined goals will include sales targets and non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development.
You will provide personable, efficient, straightforward and knowledgeable service throughout your daily interactions with all customers and bank employees to foster relationships of mutual trust, respect and confidence.
Canadian Banking provides a full suite of financial advice and solutions, supported by an excellent customer experience, to over 7.5 million personal and business customers across Canada through 1,037 branches, over 3,488 automated banking machines, as well as Internet, mobile and telephone banking, specialized sales teams, and third party.
• Proven sales success as demonstrated by exceeding sales targets,
• Demonstrated ability to proactively prospect and market for additional sources of business,
• Expert knowledge of retail banking products and services: Day to Day Banking, Borrowing and Creditor Insurance, Self Service banking and Investments,
• Holds self-accountable to high levels of customer service with a focus on maintaining and building strong customer relationships,
• You are highly organized and results oriented with demonstrated flexibility in adapting to a constantly changing environment,
• IT literacy
• Strong personal ethics.
Education And Accreditations
• You have a College or University diploma/degree,
• You are required to have successfully completed a qualifying course of study that will enable registration with the provincial securities commission to obtain a license to sell mutual funds,
• Committed to work towards the successful completion of the CIFP Diploma in Financial Planning –Bank funded (or Bank recognized equivalent),
• Commitment to the completion of Continuing Education courses and activities...
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