Financial Advisor - Port Hope (37.5 hours/week)

Scotiabank; Port Hope; Sur place; CAD 60 000 - 90 000; Plein temps

Résumé du poste

Scotiabank is seeking a Financial Advisor in Port Hope, Ontario. You will proactively identify customer needs, educate clients, and build comprehensive financial plans to help them reach their goals.

The role emphasizes nurturing relationships, driving branch growth, and delivering excellent customer service in a collaborative, inclusive environment.

Qualifications

• Ability to develop and sustain customer relationships.
• Proven track record of meeting sales targets.
• Knowledge of mutual funds and ongoing CIFP diploma progress.
• Excellent communication and advisory skills.

Responsabilités

• Identify customer needs and provide informed advice.
• Educate customers with relevant insights and expert advice.
• Develop holistic financial plans for clients.
• Nurture long-term relationships and grow branch business.

Connaissances

Customer relationships

Sales targets

Mutual funds

CIFP diploma progress

Description du poste

What your role will be…

Financial Advisor

Requisition ID: 272316
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About The Role

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.

What You’ll Be Doing

• 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 excellence 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 : Ontario : Port Hope

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and our 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.