Build customer relationships as a Financial Advisor in Gravenhurst, using listening skills and expert advice to support customer goals.
At Scotiabank, this Financial Advisor role serves customers through the Canadian Banking Branch network. You will discover needs, educate customers, provide relevant insights, and create comprehensive plans using a holistic approach. The role also supports branch business 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 customer plans using a holistic approach
Nurture robust, long-standing customer relationships
Deliver individual and team sales goals
Requirements: Drive to build strong 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 customer-centric service, relationship building, and sales expertise to Scotiabank’s Financial Advisor team in Gravenhurst.