Financial Advisor in Waterloo, Ontario, builds comprehensive customer plans through needs discovery, expert advice, and robust relationship management at Scotiabank.
Scotiabank’s Financial Advisor helps customers achieve stated goals through a holistic approach. The position focuses on listening, relevant insights, customer education, and long-standing relationships. It also supports 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 using a holistic customer approach
- Nurture strong, long-standing customer relationships
- Deliver branch sales goals supporting positive customer experiences
Requirements:
- Drive to build strong 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
Use customer discovery, holistic planning, and expert advice to help Waterloo customers achieve their financial goals.