Client-Centric Financial Advisor: Build Plans & Grow

Scotiabank; Brampton; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Brampton is seeking a Financial Advisor to provide exceptional customer service and build strong relationships. You will be responsible for educating clients, developing comprehensive financial plans, and achieving sales targets in a dynamic environment. Ideal candidates will have a Mutual Funds licence and a commitment to customer success. A competitive compensation package and opportunities for career advancement await successful applicants.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Collaborative work environment

Qualifications

• Appetite and drive to build customer relationships.
• Proven ability to meet sales targets in a fast-paced environment.
• Capable of uncovering and solving customers’ needs.

Responsibilities

• Educate customers and provide expert advice.
• Build comprehensive plans for customer goals.
• Develop and grow branch business to enhance customer experience.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Brampton is seeking a Financial Advisor to provide exceptional customer service and build strong relationships. You will be responsible for educating clients, developing comprehensive financial plans, and achieving sales targets in a dynamic environment. Ideal candidates will have a Mutual Funds licence and a commitment to customer success. A competitive compensation package and opportunities for career advancement await successful applicants.