Customer Focused Financial Advisor Role Aurora

Customer Focused Financial Advisor Role Aurora

19 Sep
|
Scotiabank
|
Aurora

19 Sep

Scotiabank

Aurora

Join Scotiabank as a Financial Advisor in Aurora, Ontario, and take the lead in customer service excellence. This role blends relationship building with strategic financial planning to support client futures.
As a key member of our Canadian Banking Branch network, you will engage with customers to uncover their financial needs proactively. Utilizing a holistic approach, you will educate clients and deliver expert financial advice that cultivates long-lasting relationships. Your ability to achieve sales goals will directly impact the branch's success.
Key Responsibilities:
• Proactively identify customer needs based on their feedback
• Provide valuable financial education and insights
• Develop comprehensive client financial plans
• Build and maintain lasting customer relationships
• Drive branch business by achieving sales targets
Requirements:
• Passion for building solid customer connections
• Successful history of exceeding sales objectives
• Solid problem-solving skills for client needs
• Mutual Funds license mandatory
• Active pursuit of CIFP Diploma
Make a difference by supporting clients at Scotiabank while advancing your career advancements.
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📌 Customer Focused Financial Advisor Role Aurora
🏢 Scotiabank
📍 Aurora

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