Customer-Centric Financial Advisor Role (Edmonton)

Customer-Centric Financial Advisor Role (Edmonton)

23 Aug
|
Scotiabank
|
Edmonton

23 Aug

Scotiabank

Edmonton

Join Scotiabank as a Financial Advisor at The Grange Branch in Edmonton, Alberta. This role emphasizes exceptional service and solid client relationships for financial success.
As a Financial Advisor, your responsibility is to help customers navigate their financial journeys through personalized planning. You will take a proactive approach in discovering clients' needs while providing expert insights. Additionally, your ability to meet sales targets will contribute to the ongoing growth and success of the branch.
Key Responsibilities:
• Discover customer needs and provide tailored solutions
• Educate clients with appropriate financial advice
• Construct comprehensive plans for achieving customer goals
• Foster strong, lasting customer relationships
• Meet and exceed sales targets to drive growth
Requirements:
• Demonstrated ability to build customer rapport
• Experience meeting challenging sales targets
• Must have a Mutual Funds license
• Actively working towards the CIFP Diploma
• Customer-focused mindset to drive success
Make a significant impact on clients’ financial futures with Scotiabank in Edmonton.
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📌 Customer-Centric Financial Advisor Role (Edmonton)
🏢 Scotiabank
📍 Edmonton

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