Client-Focused Financial Advisor — Grow & Plan

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Markdale, Ontario. The role involves building strong customer relationships, providing expert financial advice, and achieving sales targets. Candidates should possess a Mutual Funds licence and be working towards their CIFP Diploma. The position offers a competitive compensation and benefits package, along with potential career advancement opportunities within the organization.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Collaborative team environment

Qualifications

• Strong customer service orientation and drive to build relationships.
• Proven ability to meet sales targets in a fast-paced environment.
• Capability to uncover and solve for customer needs.

Responsibilities

• Proactively discover customer needs and provide expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Retain and grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Needs assessment

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Markdale, Ontario. The role involves building strong customer relationships, providing expert financial advice, and achieving sales targets. Candidates should possess a Mutual Funds licence and be working towards their CIFP Diploma. The position offers a competitive compensation and benefits package, along with potential career advancement opportunities within the organization.