Financial Advisor: Build Plans & Grow Wealth

Scotiabank; Uxbridge; On-site; CAD 55,000 - 85,000; Full time

Job summary

Scotiabank in Ontario seeks a Financial Advisor to deliver personalized financial guidance, build strong client relationships, and help customers plan for their futures. You will operate within a Canadian Banking Branch network, providing excellent service and supporting customers along their financial journeys.

The role emphasizes a customer-centric approach with opportunities for ongoing development, training, and career growth within a collaborative team environment.

Qualifications

• Customer relationships and strong communication skills.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Ability to understand customer needs and provide tailored financial guidance.

Responsibilities

• Provide exceptional service throughout the customer journey within the Canadian Banking Branch network.
• Develop, retain and grow branch business by achieving individual and team sales goals.
• Educate customers with relevant insights and expert financial advice.

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Ontario seeks a Financial Advisor to deliver personalized financial guidance, build strong client relationships, and help customers plan for their futures. You will operate within a Canadian Banking Branch network, providing excellent service and supporting customers along their financial journeys.

The role emphasizes a customer-centric approach with opportunities for ongoing development, training, and career growth within a collaborative team environment.