Financial Advisor - Highland Park, Kitchener

Scotiabank Global Site; Kitchener; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading financial institution in Kitchener is seeking a Financial Advisor to foster customer relationships, deliver financial advice, and grow branch business. The ideal candidate will possess a Mutual Funds licence and be working toward the CIFP Diploma. This role offers a competitive compensation and a dynamic work environment focused on professional growth and customer success.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive and inclusive work environment

Qualifications

• Strong customer relations and service capabilities.
• Ability to meet sales targets in a fast-paced environment.
• Proven experience in financial services and investment.

Responsibilities

• Connect with customers in a relatable way.
• Educate customers on financial products and services.
• Build comprehensive financial plans to achieve customer goals.
• Develop and grow the branch business through sales.

Skills

Customer relationship management

Sales Experience

Financial Planning

Business Development

Wealth Management

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Requisition ID : 233809

Overview

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.

Responsibilities

• Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by:
• 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 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

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 customers 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. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• Youll receive clear transparent criteria to progress in your career.
• You wont 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 their 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.

Additional information

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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

Unclear Seniority

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1