Client-Focused Financial Advisor: Build Plans & Relationships

Scotiabank; Angus; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Angus, Ontario. The ideal candidate will have a strong drive to build customer relationships and excel in sales targets. Responsibilities include educating customers, developing financial plans, and maintaining strong relationships. Join a forward-thinking organization that values collaboration and offers a competitive compensation package.

Benefits

Competitive compensation package

Opportunities for career advancement

Supportive leadership for development

Qualifications

• A proven ability to meet and exceed sales targets in a fast-paced environment.
• Drive to build strong customer relationships and deliver excellent service.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Taking a proactive approach to discover customer needs.
• Educating customers by providing relevant insights and advice.
• Building comprehensive plans to help customers achieve their goals.
• Nurturing strong, long-standing relationships.

Skills

Customer relationship management

Sales skills

Problem solving

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Angus, Ontario. The ideal candidate will have a strong drive to build customer relationships and excel in sales targets. Responsibilities include educating customers, developing financial plans, and maintaining strong relationships. Join a forward-thinking organization that values collaboration and offers a competitive compensation package.