Client-Focused Financial Advisor

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

Job summary

A leading financial institution in Greenwood, Nova Scotia, is seeking a customer-centric Advisor to provide exceptional service and build strong relationships with clients. You will focus on discovering customer needs, delivering expert advice, and achieving sales goals in a fast-paced environment. The ideal candidate possesses a Mutual Funds licence and is working toward the CIFP Diploma. Competitive compensation and growth opportunities are offered.

Benefits

Competitive compensation and benefits package

Opportunities for internal training and advancement

A collaborative team environment

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Capability to uncover and solve for customers’ needs.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Educate customers with relevant insights and expert advice.
• Develop and grow the branch business by achieving sales goals.

Skills

Customer relationship building

Sales targets achievement

Listening and understanding customer needs

Mutual Funds licence

Education

Working towards the CIFP Diploma

Job description

A leading financial institution in Greenwood, Nova Scotia, is seeking a customer-centric Advisor to provide exceptional service and build strong relationships with clients. You will focus on discovering customer needs, delivering expert advice, and achieving sales goals in a fast-paced environment. The ideal candidate possesses a Mutual Funds licence and is working toward the CIFP Diploma. Competitive compensation and growth opportunities are offered.