Client-Centric Financial Advisor: Growth & Planning

Scotiabank; Peterborough; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Ontario is seeking Advisors committed to providing exceptional customer service. This role involves building relationships, meeting sales targets, and addressing customer needs. Ideal candidates will hold a Mutual Funds licence and work towards a CIFP Diploma. Competitive compensation and a supportive work environment are offered, with opportunities for growth within the organization.

Benefits

Competitive compensation

Comprehensive benefits package

Opportunities for career advancement

Supportive leadership development

Qualifications

• The appetite and drive to build strong customer relationships.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Skills to uncover and solve customers’ needs.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Educate customers and provide relevant insights.
• Nurture long-standing relationships and grow branch business.

Skills

Customer relationship building

Sales target achievement

Problem-solving for customer needs

Communication skills

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading banking institution in Ontario is seeking Advisors committed to providing exceptional customer service. This role involves building relationships, meeting sales targets, and addressing customer needs. Ideal candidates will hold a Mutual Funds licence and work towards a CIFP Diploma. Competitive compensation and a supportive work environment are offered, with opportunities for growth within the organization.