Build customer futures as a Financial Advisor in Nanaimo, serving Scotiabank customers with holistic planning and expert advice. Support their goals through meaningful relationships.
As an essential member of Scotiabank’s Canadian Banking Branch network, you will provide exceptional service across the customer journey. The work includes discovering needs, listening carefully, educating customers, and developing comprehensive plans. You will also retain and grow branch business by delivering against sales goals aligned with customer objectives.
Key Responsibilities:
- Listen to customers and identify their stated needs
- Provide education, insights, and expert financial advice
- Develop holistic plans supporting customer goals
- Build and maintain long-standing customer relationships
- Deliver individual and team sales goals
Requirements:
- Solid customer relationship-building drive
- Commitment to excellent customer service
- Proven ability to exceed sales targets
- Mutual Funds licence
- Progress toward the CIFP Diploma
Use relationship-building, financial advice, and goal-aligned sales skills to serve Scotiabank customers as a Nanaimo Financial Advisor.