Financial Advisor - Build Client Futures & Plans

Scotiabank; Barrie; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Internal training

Job summary

Scotiabank in Barrie, Ontario is seeking a Financial Advisor to join our branch and help clients achieve their financial goals. You will focus on building long-term relationships, delivering personalized financial plans and advice, and working with a collaborative team to grow the branch business.

You will identify client needs, educate with insights, and strive to exceed sales targets. Mutual funds licensing is expected with CIFP Diploma progress supported by the bank.

Qualifications

• The appetite and drive to build strong customer relationships and deliver excellent service.
• Proven ability to meet/exceed sales targets in a fast-paced environment.
• Ability to uncover and solve for customers’ needs.
• Mutual Funds licence and working towards the CIFP Diploma.

Responsibilities

• Proactively discover customer needs and listen to understand their requests.
• Educate customers by providing relevant insights and expert advice.
• Build customers’ comprehensive plans using a holistic approach to goals.
• Nurture strong, long-standing relationships.
• Develop, retain and grow the branch business by meeting sales goals.

Skills

Customer relationships

Sales targets

Needs discovery

Client advisory

Job description

Scotiabank in Barrie, Ontario is seeking a Financial Advisor to join our branch and help clients achieve their financial goals. You will focus on building long-term relationships, delivering personalized financial plans and advice, and working with a collaborative team to grow the branch business.

You will identify client needs, educate with insights, and strive to exceed sales targets. Mutual funds licensing is expected with CIFP Diploma progress supported by the bank.