Client-Focused Financial Advisor & Planner

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

Job summary

A leading banking institution in Fredericton is seeking Advisors to provide exceptional customer service and develop comprehensive financial plans. Ideal candidates have a strong drive to build relationships and meet sales targets while delivering high-quality service. They should be pursuing a Mutual Funds license and working towards the CIFP Diploma. This role offers a competitive compensation package and career advancement opportunities in a collaborative environment.

Benefits

Competitive compensation and benefits

Opportunities for growth and advancement

Inclusive and accessible work environment

Qualifications

• Ability to deliver excellent customer service and build relationships.
• Experience in meeting and exceeding sales targets in a fast-paced environment.
• Skills in uncovering and solving for customers' needs.

Responsibilities

• Engage with customers to discover their needs and provide relevant insights.
• Develop comprehensive financial plans to help customers achieve their goals.
• Nurture long-standing customer relationships and grow branch business.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Education

Mutual Funds license

CIFP Diploma in progress

Job description

A leading banking institution in Fredericton is seeking Advisors to provide exceptional customer service and develop comprehensive financial plans. Ideal candidates have a strong drive to build relationships and meet sales targets while delivering high-quality service. They should be pursuing a Mutual Funds license and working towards the CIFP Diploma. This role offers a competitive compensation package and career advancement opportunities in a collaborative environment.