Join Scotiabank as a Financial Advisor in Kelowna and excel in building solid customer connections. Drive customer success by delivering insights and creating holistic financial plans.
In this essential role, you will work within the Canadian Banking Branch network. Your focus will be on discovering customer needs, providing expert advice, and nurturing long-lasting relationships. The goal is to grow branch business while supporting an exceptional customer experience through collaboration and performance.
Key Responsibilities:
• Proactively discover customer needs and listening actively
• Provide relevant insights and expert financial advice
• Build comprehensive financial plans for customers
• Nurture long-lasting customer relationships
• Achieve individual and team sales goals for branch growth
Requirements:
• Proven ability to build solid customer relationships
• Experience exceeding sales targets in customer-centric roles
• Mutual Funds license and pursuing CIFP Diploma
• Commitment to high-performance standards
• Ability to address and solve customer needs
Use your expertise to make a positive impact within Scotiabank and the Kelowna community.
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