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.