Scotiabank seeks a Financial Advisor in Angus, Ontario, skilled in customer discovery, expert advice, and relationship building.
As a Financial Advisor, you will help customers pursue their goals through holistic planning and relevant financial insights. You will educate customers, uncover needs, and deliver excellent service. The position also supports branch growth through individual and team sales goals aligned with positive customer experiences.
Key Responsibilities:
- Discover customer needs through proactive listening and understanding
- Educate customers and provide relevant insights and expert advice
- Build comprehensive customer plans using a holistic approach
- Nurture strong, long-standing customer relationships
- Develop branch business through individual and team sales goals
Requirements:
- Drive to build solid customer relationships
- Commitment to delivering excellent customer service
- Ability to meet and exceed sales targets
- Ability to uncover and solve customer needs
- Mutual Funds licence and progress toward CIFP Diploma
Bring financial advice, holistic planning, and sales expertise to Scotiabank customers while developing lasting relationships in Angus.