Financial Advisor - Build Relationships & Grow Your Career

Scotiabank

St. Marys

Presencial

CAD 60.000 - 90.000

Jornada completa

hace 8 horas
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Ventajas ofrecidas por este puesto de trabajo

Competitive compensation and benefits
Development conversations and internal
Clear progression criteria
Branch-based advancement

Descripción de la vacante

Scotiabank is seeking a Financial Advisor in St Marys, Ontario, to support clients with holistic financial planning. The role is 37.5 hours per week and focused on delivering excellent customer service.

You will engage customers, assess needs, educate on investments and savings options, and build lasting relationships while contributing to branch goals and service excellence. The position emphasizes inclusion, coaching, and growth through internal training, with opportunities to advance within

Formación

  • Strong customer relationship and service skills.
  • Proven track record of meeting/exceeding sales targets.
  • Knowledge of Mutual Funds licensing and CIFP Diploma.

Responsabilidades

  • Take a proactive approach to discovering customer needs and listening to understand what they want.
  • Educate customers, provide relevant insights and expert advice.
  • Build customers' comprehensive plans using a holistic approach to help them achieve goals.
  • Nurture strong, long-standing relationships.
  • Develop, retain and grow the branch business by delivering against sales goals.

Conocimientos

Customer relationships
Sales targets
Customer service

Educación

Mutual Funds licence
CIFP Diploma

Descripción del empleo

Scotiabank is seeking a Financial Advisor in St Marys, Ontario, to support clients with holistic financial planning. The role is 37.5 hours per week and focused on delivering excellent customer service.

You will engage customers, assess needs, educate on investments and savings options, and build lasting relationships while contributing to branch goals and service excellence. The position emphasizes inclusion, coaching, and growth through internal training, with opportunities to advance within

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