Financial Advisor - Personal Finance & Planning

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Toronto. In this role, you'll provide exceptional customer service, build strong relationships, and help clients achieve their financial goals. Candidates should have a Mutual Funds license and be working towards a CIFP Diploma. The bank offers competitive compensation, career advancement opportunities, and a commitment to diversity and inclusion in the workplace.

Benefits

Competitive compensation package

Career development support

Inclusive work environment

Qualifications

• Strong appetite and drive to build customer relationships.
• Ability to meet and exceed sales targets.
• Skills in uncovering and solving for customer needs.

Responsibilities

• Provide exceptional service throughout the customer journey.
• Educate customers and provide expert advice.
• Build comprehensive plans for customers.
• Nurture strong, long-standing relationships.
• Support branch business growth by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Customer service excellence

Problem-solving

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Toronto. In this role, you'll provide exceptional customer service, build strong relationships, and help clients achieve their financial goals. Candidates should have a Mutual Funds license and be working towards a CIFP Diploma. The bank offers competitive compensation, career advancement opportunities, and a commitment to diversity and inclusion in the workplace.