Financial Advisor

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 clients achieve their objectives
• Nurture strong, long-standing customer relationships through exceptional service
• Develop and grow the branch business by meeting individual and team sales targets

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 development, coaching, and internal training
• Clear and transparent criteria for career progression
• A collaborative and inclusive work environment

About the Company

Scotiabank is a leading bank in the Americas, dedicated to helping customers, families, and communities achieve success through a broad range of financial products and services, including personal and commercial banking, wealth management, and capital markets.