Client-Focused Financial Planner & Growth Advisor

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

Job summary

A leading financial institution is seeking a Financial Advisor in Greater Napanee, Ontario. You will be responsible for building strong customer relationships, providing expert financial advice, and meeting sales targets. Ideal candidates will possess a Mutual Funds licence and have the drive to exceed performance expectations in a dynamic environment. This role offers competitive compensation and opportunities for growth within the organization.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Supportive team culture

Qualifications

• Proven ability to meet and exceed sales targets.
• Strong customer relationship skills.
• Drive to provide excellent service.

Responsibilities

• Discover customer needs and provide relevant insights.
• Build comprehensive plans to help customers achieve goals.
• Nurture long-standing relationships.

Skills

Relationship building

Customer service excellence

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking a Financial Advisor in Greater Napanee, Ontario. You will be responsible for building strong customer relationships, providing expert financial advice, and meeting sales targets. Ideal candidates will possess a Mutual Funds licence and have the drive to exceed performance expectations in a dynamic environment. This role offers competitive compensation and opportunities for growth within the organization.