Client-Centric Financial Advisor & Planner

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

Job summary

A leading bank in the Americas is seeking a customer-centric Advisor in Clarenville, Newfoundland and Labrador. In this role, you will build strong relationships, meet customer needs, and achieve sales targets within a collaborative environment. Candidates should hold a Mutual Funds license and be pursuing the CIFP Diploma. The bank offers a competitive compensation package and values inclusivity and personal development.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership and training

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets.
• Capability to uncover and solve for customer needs.

Responsibilities

• Take a proactive approach to discover customer needs.
• Educate customers with relevant insights and advice.
• Develop comprehensive plans to help customers achieve goals.
• Nurture strong, long-standing customer relationships.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Customer service excellence

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a customer-centric Advisor in Clarenville, Newfoundland and Labrador. In this role, you will build strong relationships, meet customer needs, and achieve sales targets within a collaborative environment. Candidates should hold a Mutual Funds license and be pursuing the CIFP Diploma. The bank offers a competitive compensation package and values inclusivity and personal development.