Financial Advisor: Holistic Planning & Growth

Scotiabank; Guelph; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Guelph, Ontario is seeking a Financial Advisor to enhance customer relationships and achieve sales targets. The ideal candidate will have a strong customer service orientation and be driven to meet customer needs. A competitive compensation package and career development opportunities are offered. Join a collaborative team dedicated to making a difference in the community.

Benefits

Competitive compensation package

Career development opportunities

Collaborative work environment

Qualifications

• A proven ability to meet and exceed sales targets in a fast-paced environment.
• Drive to build strong customer relationships and deliver excellent service.
• Ability to uncover and solve for customers' needs.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Provide relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.
• Deliver against sales goals to support a positive customer experience.

Skills

Strong customer relationship building

Sales target achievement

Problem-solving

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution in Guelph, Ontario is seeking a Financial Advisor to enhance customer relationships and achieve sales targets. The ideal candidate will have a strong customer service orientation and be driven to meet customer needs. A competitive compensation package and career development opportunities are offered. Join a collaborative team dedicated to making a difference in the community.