Client-Centered Financial Advisor

Scotiabank; Mississauga; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Customer-focused Financial Advisor in Toronto. You will connect with clients, deliver tailored financial guidance, and help customers plan for their futures.

You will build strong relationships while working within a performance-driven, inclusive culture. Demonstrate the ability to achieve sales results in a fast-paced environment, and pursue licensing goals such as the CIFP Diploma to advance in the organization.

Qualifications

• Customer-focused service delivery and relationship-building skills.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Skill in uncovering customer needs and providing tailored financial guidance.
• Hold Mutual Funds licence and pursue CIFP Diploma to progress.

Responsibilities

• Proactively identify customer needs and offer relevant financial guidance.
• Educate customers with insights and expert advice for informed decisions.
• Build comprehensive financial plans using a holistic approach.
• Nurture long-lasting relationships and retain branch business.
• Contribute to achieving branch sales goals and customer satisfaction.

Skills

Customer focus

Sales targets

Active listening

Needs analysis

Relationship building

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Customer-focused Financial Advisor in Toronto. You will connect with clients, deliver tailored financial guidance, and help customers plan for their futures.

You will build strong relationships while working within a performance-driven, inclusive culture. Demonstrate the ability to achieve sales results in a fast-paced environment, and pursue licensing goals such as the CIFP Diploma to advance in the organization.