Client‑Centric Financial Advisor & Wealth Planner

Scotiabank; Clarenville; On-site; CAD 42,000 - 62,000; Full time

Job summary

Scotiabank in Canada is seeking an Advisor in our branch network who puts customers first and helps them plan their financial futures. You will engage with clients, assess their needs, and deliver tailored advice in a fast-paced retail banking environment.

You will educate customers, build comprehensive plans, and foster long-lasting relationships while contributing to branch sales goals and a culture of inclusion and development.

Qualifications

• Proven ability to build strong customer relationships.
• Track record of meeting and exceeding sales targets.
• Mutual Funds licence; CIFP Diploma in progress.

Responsibilities

• Provide exceptional service throughout the customer journey.
• Educate customers and provide insights to meet goals.
• Develop comprehensive financial plans for clients.
• Build long-term relationships and contribute to branch goals.

Skills

Customer service

Sales targets

Relationship building

Communication skills

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank in Canada is seeking an Advisor in our branch network who puts customers first and helps them plan their financial futures. You will engage with clients, assess their needs, and deliver tailored advice in a fast-paced retail banking environment.

You will educate customers, build comprehensive plans, and foster long-lasting relationships while contributing to branch sales goals and a culture of inclusion and development.