Financial Advisor - Build Lasting Client Plans

Scotiabank; Hamilton; Presencial; CAD 60 000 - 90 000; Tempo integral

Resumo da oferta

Scotiabank in Hamilton, Ontario is seeking a Financial Advisor to help clients build financial plans and achieve their goals. You will listen to client needs, educate on suitable options, and design holistic plans that address retirement, investments, and protection."

You will foster lasting relationships, drive branch growth, and work toward sales targets while delivering first-class service. This role offers growth within a dynamic, customer-focused bank.

Qualificações

• Builds strong customer relationships and delivers excellent service.
• Consistently meets and exceeds sales targets.
• Uncovers and solves customers’ financial needs.

Responsabilidades

• Proactively identify customer needs and listen to understand their goals.
• Educate customers and provide relevant insights and advice.
• Develop comprehensive financial plans using a holistic approach.
• Nurture long-term relationships and trust with clients.
• Grow branch business by achieving individual and team sales targets.

Conhecimentos

Customer relationships

Sales targets

Needs discovery / solution

Formação académica

Mutual Funds licence

CIFP Diploma (in progress)

Descrição da oferta de emprego

Scotiabank in Hamilton, Ontario is seeking a Financial Advisor to help clients build financial plans and achieve their goals. You will listen to client needs, educate on suitable options, and design holistic plans that address retirement, investments, and protection."

You will foster lasting relationships, drive branch growth, and work toward sales targets while delivering first-class service. This role offers growth within a dynamic, customer-focused bank.