Financial Advisor - Moncton Area NB (Future Opportunities)

Scotiabank; City of Moncton; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading banking institution in Moncton seeks a customer-centric professional. This role involves building strong customer relationships, meeting sales targets, and providing tailored financial advice. Candidates should hold a Mutual Funds licence and work towards a CIFP Diploma. A competitive benefits package is offered, with significant growth opportunities within the bank.

Benefits

Competitive compensation and benefits

Support for career advancement

Inclusive and accessible work environment

Qualifications

• Proven ability to meet and exceed sales targets.
• Experience in a fast-paced environment that focuses on customer needs.
• Strong listening skills to understand customer requests.

Responsibilities

• Educate customers and provide relevant insights.
• Build comprehensive plans for customers.
• Develop and grow branch business through sales goals.

Skills

Strong customer relationship skills

Sales target achievement

Problem-solving abilities

Education

Mutual Funds licence

Working towards CIFP Diploma

Job description

Overview

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

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

• 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 excellent 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 : New Brunswick : Moncton

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.

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.