Financial Advisor: Build Holistic Plans & Relationships

Scotiabank; Victoria; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor in Victoria, Canada. This role involves providing exceptional service to customers, developing comprehensive financial plans, and achieving sales goals. Ideal candidates will have a Mutual Funds licence and strong relationship-building skills. Join a forward-thinking organization and enjoy competitive compensation and career advancement opportunities.

Benefits

Competitive compensation

Benefits package

Career advancement opportunities

Qualifications

• Strong customer relationship management skills.
• Ability to meet and exceed sales targets.
• Active listening to understand customer needs.

Responsibilities

• Provide exceptional customer service.
• Develop comprehensive financial plans for customers.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Active listening

Problem-solving for customer needs

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking a Financial Advisor in Victoria, Canada. This role involves providing exceptional service to customers, developing comprehensive financial plans, and achieving sales goals. Ideal candidates will have a Mutual Funds licence and strong relationship-building skills. Join a forward-thinking organization and enjoy competitive compensation and career advancement opportunities.