Financial Advisor – Grow Futures & Empower Clients

Scotiabank; Elliot Lake; In loco; CAD 60.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation

Benefits package

Development conversations

Internal training

Descrizione del lavoro

Scotiabank in Elliot Lake, Ontario, is looking for a customer-focused Financial Advisor to help clients achieve their financial goals. You will engage with customers across the branch network, uncover needs, and develop comprehensive plans with a holistic approach.

The role emphasizes building lasting relationships, meeting sales targets, and delivering exceptional service. Licensing tracks include Mutual Funds and CIFP diploma progression, with supportive leadership and development

Competenze

• Build strong customer relationships and deliver excellent service.
• Meet and exceed sales targets in a fast-paced environment.
• Uncover and solve for customers’ needs.

Mansioni

• Taking a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educating customers, providing relevant insights and expert advice
• Building customers’ 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

Conoscenze

Customer service

Sales targets

Relationship building

Communication

Formazione

Mutual Funds licence

CIFP Diploma (pursuing)

Descrizione del lavoro

Scotiabank in Elliot Lake, Ontario, is looking for a customer-focused Financial Advisor to help clients achieve their financial goals. You will engage with customers across the branch network, uncover needs, and develop comprehensive plans with a holistic approach.

The role emphasizes building lasting relationships, meeting sales targets, and delivering exceptional service. Licensing tracks include Mutual Funds and CIFP diploma progression, with supportive leadership and development