26 Oct
|
Scotiabank
|
Alberta
26 Oct
Scotiabank
Alberta
Scotiabank seeks a Financial Advisor in Calgary, Alberta, focused on customer needs, holistic planning, and expert financial advice. Build relationships while pursuing sales goals.
As a Financial Advisor, you will discover customer needs, educate clients, and provide relevant insights. You will create comprehensive plans using a holistic approach to help customers achieve goals. The position also emphasizes lasting relationships, branch business growth, and positive customer experiences through individual and team sales goals.
Key Responsibilities: Proactively discover customer needs through attentive listening
Educate customers and provide relevant expert advice
Build comprehensive plans supporting customers’ goals
Nurture solid, long-standing customer relationships
Deliver individual and team sales goals
Requirements: Drive to build strong customer relationships
Commitment to 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 insight, holistic planning, relationship development, and sales achievement to Scotiabank’s Calgary Financial Advisor team.
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📌 Scotiabank Financial Advisor Calgary (Alberta)
🏢 Scotiabank
📍 Alberta