Financial Advisor: Build Holistic Plans & Loyal Clients

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Springdale. In this role, you will connect with customers, provide expert advice, and build comprehensive financial plans to help them achieve their goals. The ideal candidate is driven to meet sales targets and build strong customer relationships, with a focus on exceptional service. This position offers a competitive compensation package and clear paths for career advancement.

Benefits

Competitive compensation and benefits package

Support for career advancement

Recognition for high performance

Qualifications

• Ability to build strong customer relationships and deliver excellent customer service.
• Proven ability to meet and exceed sales targets.
• Skill in uncovering and solving for customers’ needs.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans to achieve customer goals.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Springdale. In this role, you will connect with customers, provide expert advice, and build comprehensive financial plans to help them achieve their goals. The ideal candidate is driven to meet sales targets and build strong customer relationships, with a focus on exceptional service. This position offers a competitive compensation package and clear paths for career advancement.