Build comprehensive customer plans as a Financial Advisor with Scotiabank in Hamilton, Ontario, combining listening, insights, and expert financial advice. Support customers throughout their journey.

This Financial Advisor role serves customers within Scotiabank’s Canadian Banking Branch network. You will uncover needs, educate customers, and recommend holistic plans aligned with their stated goals. Success includes nurturing long-standing relationships and delivering individual and team sales goals that support positive customer experiences.

Key Responsibilities:

- Listen carefully to understand customer requests
- Uncover customer needs and provide relevant insights
- Offer expert advice and customer education
- Develop holistic plans for customer goals
- Retain and grow branch business

Requirements:

- Solid appetite for customer relationship building
- Ability to deliver excellent customer service
- Proven ability to exceed sales targets
- Ability to solve for customers’ needs
- Mutual Funds licence while pursuing CIFP Diploma

Use listening, holistic planning, and relationship skills to deliver customer-focused financial advice and branch results in Hamilton.

📌 Customer Relationship Financial Advisor (Canada)
🏢 Scotiabank
📍 Canada