Client-Centric Financial Advisor & Planner

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

Job summary

A leading financial institution is seeking a motivated Financial Advisor in Ontario, London. This role involves understanding customer needs, providing insightful advice, and building strong relationships while achieving sales targets. Candidates should possess a Mutual Funds licence and be working towards a CIFP Diploma. The position offers a competitive compensation package and the chance to progress without needing to change branches. The organization values diversity and community commitment.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership and development

Inclusive workplace environment

Qualifications

• Must have the appetite and drive to build strong customer relationships and deliver excellence in customer service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Experience in uncovering and solving customer needs.

Responsibilities

• Take a proactive approach to discovering and addressing customer needs.
• Educate customers with relevant insights and expert advice.
• Build comprehensive financial plans for customers.
• Nurture strong, long-standing client relationships.
• Grow the branch business by meeting sales goals.

Skills

Customer relationship building

Sales ability

Problem-solving for customers' needs

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking a motivated Financial Advisor in Ontario, London. This role involves understanding customer needs, providing insightful advice, and building strong relationships while achieving sales targets. Candidates should possess a Mutual Funds licence and be working towards a CIFP Diploma. The position offers a competitive compensation package and the chance to progress without needing to change branches. The organization values diversity and community commitment.