Wealth Advisor: Build Plans, Grow Relationships

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

Job summary

A leading bank in the Americas is seeking a dedicated Customer Relationship Manager in Arnprior, ON. The role involves building strong customer relationships, meeting sales targets, and delivering excellent customer service. The ideal candidate will have a Mutual Funds licence and be working towards the CIFP Diploma. This position offers a competitive compensation package and opportunities for growth and development within a collaborative team.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team environment

Qualifications

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

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers, providing relevant insights and expert advice.
• Nurture strong, long-standing relationships.

Skills

Customer relationship building

Sales targets achievement

Problem-solving

Customer service excellence

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a dedicated Customer Relationship Manager in Arnprior, ON. The role involves building strong customer relationships, meeting sales targets, and delivering excellent customer service. The ideal candidate will have a Mutual Funds licence and be working towards the CIFP Diploma. This position offers a competitive compensation package and opportunities for growth and development within a collaborative team.