Client-Centric Financial Advisor & Wealth Planner (Ottawa)

Scotiabank; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas seeks a customer-centric Advisor in Ottawa to enhance customer relationships and achieve sales targets. Responsibilities include understanding customer needs, providing expert advice, and developing comprehensive plans. The ideal candidate will hold a Mutual Funds licence, be working towards the CIFP Diploma, and have a strong desire to excel in customer service. Join a forward-thinking team that values diversity, rewards high performance, and offers growth opportunities while serving valued customers.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Inclusive environment

Qualifications

• Ability to build strong customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Experience in uncovering and solving for customer needs.

Responsibilities

• Discover customer needs and provide relevant insights.
• Educate customers and provide expert advice.
• Retain and grow branch business by achieving sales goals.

Skills

Customer relationship building

Sales target achievement

Needs assessment

Communication

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading bank in the Americas seeks a customer-centric Advisor in Ottawa to enhance customer relationships and achieve sales targets. Responsibilities include understanding customer needs, providing expert advice, and developing comprehensive plans. The ideal candidate will hold a Mutual Funds licence, be working towards the CIFP Diploma, and have a strong desire to excel in customer service. Join a forward-thinking team that values diversity, rewards high performance, and offers growth opportunities while serving valued customers.