Financial Advisor – Build Client Futures & Relationships

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

Job summary

A leading financial institution seeks a Financial Advisor in Port Elgin, Ontario. The role involves building strong customer relationships, providing tailored financial advice, and achieving sales targets. Candidates should have a Mutual Funds licence and a drive for exceptional customer service. In return, the organization offers competitive compensation, opportunities for career advancement, and a commitment to community impact.

Benefits

Competitive compensation package

Career advancement opportunities

Collaborative team environment

Qualifications

• Drive to build strong customer relationships and deliver excellent customer service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers and provide relevant insights.
• Build comprehensive plans to help customers achieve their goals.
• Nurture long-standing relationships with customers.
• Grow the branch business through individual and team sales goals.

Skills

Customer relationship building

Sales targets achievement

Problem-solving

Communication

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution seeks a Financial Advisor in Port Elgin, Ontario. The role involves building strong customer relationships, providing tailored financial advice, and achieving sales targets. Candidates should have a Mutual Funds licence and a drive for exceptional customer service. In return, the organization offers competitive compensation, opportunities for career advancement, and a commitment to community impact.