Financial Advisor - Courtland & Shelley (37.5 hours/week)

Scotiabank; Kitchener; On-site; CAD 55,000 - 70,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor in Ontario to help clients build futures through expert financial planning and personalized service. You will identify needs, educate clients, and craft holistic plans to meet goals, while nurturing strong relationships and contributing to branch growth.

With a CIFP or pursuing it and Mutual Funds licensing, you will work in a dynamic team focused on driving results and delivering exceptional customer experiences in a busy banking environment.

Qualifications

• Proven ability to meet and exceed sales targets in a client-facing environment.
• Strong client relationship-building and discovery skills.
• Ability to translate client needs into actionable financial plans.

Responsibilities

• Proactively identify customer needs and listen to what they want.
• Educate clients with insights and expert financial advice.
• Build comprehensive plans using a holistic approach to reach goals.
• Nurture long-lasting relationships and grow branch business.
• Achieve individual and team sales targets to enhance customer experience.

Skills

Customer relationship

Sales acumen

Needs assessment

Communication skills

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

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Title: Financial Advisor - Courtland & Shelley (37.5 hours/week)

Requisition ID: 275333

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

What your role will be…

Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…

• 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

What you need to succeed…

• 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

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Ontario : Kitchener

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here.