Future-Focused Financial Advisor in Training

Scotiabank; Barrie; On-site; CAD 45,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor in Barrie, Ontario. You will help customers build their futures by educating and providing expert advice while developing long-standing relationships. The ideal candidate has a drive for excellence in customer service and sales, with a Mutual Funds license and working towards a CIFP Diploma. This position offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation and benefits

Meaningful development opportunities

Career advancement supports

Qualifications

• Drive to build strong customer relationships and deliver excellent service.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Skills in uncovering and solving for customers’ needs.

Responsibilities

• Proactively discover customer needs and listen to understand.
• Educate customers, providing insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture long-standing relationships.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales excellence

Problem-solving

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A leading financial institution is seeking a Financial Advisor in Barrie, Ontario. You will help customers build their futures by educating and providing expert advice while developing long-standing relationships. The ideal candidate has a drive for excellence in customer service and sales, with a Mutual Funds license and working towards a CIFP Diploma. This position offers a competitive compensation package and opportunities for career advancement.