Senior Financial Advisor - Bedford, NS

Senior Financial Advisor - Bedford, NS

Bedford Full-Time 60000 - 80000 £ / year (est.) No working from home possible
Scotiabank

At a Glance

  • Tasks: Connect with customers and provide tailored financial advice to help them achieve their goals.
  • Company: Join Scotiabank, a forward-thinking organisation committed to diversity and inclusion.
  • Benefits: Competitive salary, benefits package, and opportunities for career advancement.
  • Other info: Enjoy a collaborative team environment with clear paths for progression.
  • Why this job: Make a real impact on customers' futures while growing your own career.
  • Qualifications: Strong relationship-building skills and a strategic mindset in finance.

The predicted salary is between 60000 - 80000 £ per year.

About the role

What your role will be… Senior Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…

  • 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

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 aligns to a customer’s stated goals
  • A Mutual Funds licence and completed CIFP Diploma

What we’re offering…

  • The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities – for you and our customers.
  • You can expect to 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.

Location(s): Canada : Nova Scotia : Bedford

We value an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

Scotiabank

Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Senior Financial Advisor - Bedford, NS

Customer Relationship Management
Sales Target Achievement
Financial Strategy Development
Proactive Listening
Holistic Financial Planning
Mutual Funds Licence
CIFP Diploma