Client-Focused Financial Advisor: Growth & Impact

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Aurora, Ontario. The role focuses on building customer relationships and providing expert financial advice to help clients achieve their goals. Candidates should have strong sales capabilities and a Mutual Funds licence. The bank offers competitive compensation and clear career progression paths. Join a collaborative team and make an impact in the community.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Supportive leadership and development training

Qualifications

• Proven ability to exceed sales targets in a fast-paced environment.
• Appetite and drive for strong customer relationships.
• Experience in providing excellent customer service.

Responsibilities

• Discover customer needs through proactive engagement.
• Educate customers on products and provide expert advice.
• Build comprehensive financial plans to help customers achieve their goals.
• Nurture strong, long-standing customer relationships.
• Grow branch business by meeting individual and team sales goals.

Skills

Customer relationship building

Sales excellence

Problem solving

Understanding customer needs

Education

Mutual Funds Licence

Working towards the CIFP Diploma

Job description

A leading bank in the Americas is seeking a Financial Advisor in Aurora, Ontario. The role focuses on building customer relationships and providing expert financial advice to help clients achieve their goals. Candidates should have strong sales capabilities and a Mutual Funds licence. The bank offers competitive compensation and clear career progression paths. Join a collaborative team and make an impact in the community.