Holistic Financial Advisor - Client Wealth Planner

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

Job summary

A major financial institution is seeking a Financial Advisor to join their team in Hamilton, Ontario. The role involves understanding customer needs, providing expert financial advice, and nurturing strong client relationships. Candidates should have a Mutual Funds licence and be pursuing the CIFP Diploma. Competitive compensation and benefits are offered, alongside opportunities for career advancement within the organization. Join a collaborative team committed to making a positive impact in the community.

Benefits

Competitive compensation and benefits package

Career development opportunities

Inclusive work environment

Qualifications

• Drive to build strong customer relationships and deliver excellent service.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Strong problem-solving skills to uncover and meet customer needs.

Responsibilities

• Understand customer needs and provide tailored financial advice.
• Educate customers on financial products and services.
• Build and maintain long-term relationships with clients.

Skills

Customer relationships

Sales targets

Problem-solving

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A major financial institution is seeking a Financial Advisor to join their team in Hamilton, Ontario. The role involves understanding customer needs, providing expert financial advice, and nurturing strong client relationships. Candidates should have a Mutual Funds licence and be pursuing the CIFP Diploma. Competitive compensation and benefits are offered, alongside opportunities for career advancement within the organization. Join a collaborative team committed to making a positive impact in the community.