Strategic Financial Advisor — Build Plans, Grow Relationships

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Guelph, Ontario. You will build customer relationships, educate clients, and help create comprehensive financial plans. The ideal candidate will have a Mutual Funds license and a drive for excellence in customer service. This role offers competitive compensation and opportunities for career advancement within a collaborative team environment.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Supportive leadership and development conversations

Qualifications

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

Responsibilities

• Discover customer needs and provide relevant insights.
• Build comprehensive plans to help customers achieve their goals.
• Develop and grow branch business through sales goals.

Skills

Customer relationship building

Sales targets achievement

Customer service excellence

Problem-solving

Education

Mutual Funds license

Working towards CIFP Diploma

Job description

A leading bank in the Americas is seeking a Financial Advisor in Guelph, Ontario. You will build customer relationships, educate clients, and help create comprehensive financial plans. The ideal candidate will have a Mutual Funds license and a drive for excellence in customer service. This role offers competitive compensation and opportunities for career advancement within a collaborative team environment.