Financial Advisor at Scotiabank - ScoutJobs - The AI-curated global job board
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Scotiabank
Posted 2 days ago

Financial Advisor

ScotiabankFinancial Advisor

Requirements

Mutual Funds licence, Working toward CIFP Diploma, Customer relationship building, Sales target achievement, Customer service

Skills

FinanceSalescustomer service

About the role

Responsibilities

  • Proactively discover customer needs by listening and understanding their financial goals
  • Educate customers by providing relevant insights and expert financial advice
  • Build comprehensive financial plans using a holistic approach to help customers achieve their objectives
  • Nurture strong, long-standing customer relationships
  • Develop, retain, and grow branch business by meeting individual and team sales goals

Requirements

  • Mutual Funds licence
  • Currently working towards a CIFP Diploma
  • Proven ability to meet and exceed sales targets in a fast-paced environment
  • Strong drive to build customer relationships and deliver excellent customer service
  • Ability to uncover and solve for complex customer needs

Benefits

  • Competitive compensation and benefits package
  • Opportunities for professional growth, internal training, and career advancement
  • A collaborative and inclusive high-performance culture
  • Recognition and rewards for high performance

About the Company

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management, and capital markets.

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