Client-Centric Financial Advisor — Growth & Certification Path

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Florenceville-Bristol, New Brunswick. This role focuses on building strong customer relationships and delivering exceptional service throughout the customer's journey. Ideal candidates will be driven to exceed sales targets and tackle customer needs with mutual funds licensing required. Enjoy competitive compensation, benefits, and career advancement opportunities in a collaborative environment at a company committed to diversity and inclusion.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership and development conversations

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers and provide relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.
• Develop and grow the branch business by delivering against sales goals.

Skills

Customer relationship building

Sales target achievement

Customer needs analysis

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Florenceville-Bristol, New Brunswick. This role focuses on building strong customer relationships and delivering exceptional service throughout the customer's journey. Ideal candidates will be driven to exceed sales targets and tackle customer needs with mutual funds licensing required. Enjoy competitive compensation, benefits, and career advancement opportunities in a collaborative environment at a company committed to diversity and inclusion.