Financial Advisor — Build Lasting Client Plans & Growth

Scotiabank; Town of Athabasca; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Athabasca, AB. You will proactively engage with customers to understand their needs and provide expert advice, fostering strong relationships. The ideal candidate will have a proven track record in sales, a Mutual Funds license, and be on the path to obtaining a CIFP Diploma. Competitive compensation and a supportive growth environment are offered.

Benefits

Competitive compensation package

Support for career growth and development

Collaborative work environment

Qualifications

• Proven ability to meet sales targets in a fast-paced environment.
• Strong desire to offer excellent customer service.
• Ability to uncover and address customer needs.

Responsibilities

• Discover customer needs through proactive engagement.
• Educate customers by providing relevant insights.
• Build comprehensive plans to help customers reach their goals.
• Nurture long-lasting customer relationships.
• Grow the branch business by meeting sales targets.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Communication

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Athabasca, AB. You will proactively engage with customers to understand their needs and provide expert advice, fostering strong relationships. The ideal candidate will have a proven track record in sales, a Mutual Funds license, and be on the path to obtaining a CIFP Diploma. Competitive compensation and a supportive growth environment are offered.