Financial Advisor - Build Plans & Relationships

Scotiabank; Sault Ste. Marie; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank in Sault Ste. Marie, ON is seeking a Financial Advisor to join our branch network on a 37.5 hour work week. You will deliver personalized financial guidance to clients, helping them build plans and achieve their goals.

As a customer-focused professional, you will educate clients, uncover needs, and nurture long-term relationships while contributing to the branch's sales objectives and overall service excellence in the local community.

Qualifications

• The appetite and drive to build strong customer relationships and deliver excellence customer service.
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals.
• To uncover and solve for customers’ needs.
• Mutual Funds licence and working towards the CIFP Diploma.

Responsibilities

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

Skills

Customer service

Sales targets

Needs analysis

Financial licences

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank in Sault Ste. Marie, ON is seeking a Financial Advisor to join our branch network on a 37.5 hour work week. You will deliver personalized financial guidance to clients, helping them build plans and achieve their goals.

As a customer-focused professional, you will educate clients, uncover needs, and nurture long-term relationships while contributing to the branch's sales objectives and overall service excellence in the local community.