Financial Advisor - St. George's Square, Guelph, Ontario

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

Benefits offered by this job

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and training

Job summary

Scotiabank is looking for a Financial Advisor at St. George's Square, Guelph, Ontario. In this role, you will proactively identify customer needs and build strong relationships to support their financial goals. You will provide expert advice, develop comprehensive plans, and work towards achieving sales targets. The position offers a competitive compensation and benefits package, along with opportunities for career advancement and personal development within a collaborative team environment.

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Appetite and drive to build strong customer relationships.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Discover customer needs through proactive engagement and listening.
• Provide relevant insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-standing relationships.
• Grow the branch business by meeting individual sales goals.

Skills

Customer relationship building

Sales targets achievement

Problem solving

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Financial Advisor - St. George's Square, Guelph, Ontario

Requisition ID: 259157

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.

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 : Guelph

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.