Build customer relationships as a Financial Advisor in Woodbridge, using needs discovery and expert advice to support customers’ goals. Scotiabank offers this branch-based opportunity in Ontario.
As a Financial Advisor at Scotiabank, you will listen carefully, uncover needs, and provide relevant insights. You will create comprehensive plans using a holistic approach while nurturing long-standing relationships. Your work will also support branch growth through individual and team sales goals.
Key Responsibilities: Discover customer needs through proactive listening and understanding
Educate customers and provide relevant insights and expert advice
Build comprehensive plans supporting customers’ stated goals
Nurture strong,
long-standing customer relationships
Deliver individual and team sales goals supporting positive experiences
Requirements: Drive to build robust customer relationships and deliver excellent service
Ability to meet and exceed sales targets
Ability to uncover and solve customer needs
Mutual Funds licence
Working toward the CIFP Diploma
Bring customer relationship building, holistic planning, and sales expertise to Scotiabank’s Financial Advisor team in Woodbridge, Ontario.