Wealth Advisor & Personal Financial Planner

Scotiabank; Southwestern Ontario; Sur place; CAD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive compensation and benefits

Résumé du poste

Scotiabank is seeking a Financial Advisor in Waterloo, Ontario to help clients build their futures. You will engage customers, assess needs, and deliver holistic financial plans with expert advice.

The role emphasizes relationship-building, sales performance, and ongoing development within a supportive, inclusive culture. The position focuses on mutual funds licensing and progression toward the CIFP Diploma, with opportunities for career growth and a comprehensive benefits package in a

Qualifications

• Develop and maintain client relationships to understand financial needs.
• Demonstrate ability to meet and exceed sales targets in a fast-paced environment.
• Provide holistic financial plans and expert advice to clients.
• Communicate clearly and build trust with customers.

Responsabilités

• Proactively discover customer needs and listen to understand their goals.
• Educate clients with relevant insights and advice.
• Build comprehensive plans using a holistic approach.
• Nurture long-term relationships and grow branch business.
• Deliver against sales goals to support positive customer experience.

Connaissances

Customer relationships

Sales target achievement

Financial planning

Communication

Formation

Mutual Funds license

CIFP Diploma (in progress)

Description du poste

Scotiabank is seeking a Financial Advisor in Waterloo, Ontario to help clients build their futures. You will engage customers, assess needs, and deliver holistic financial plans with expert advice.

The role emphasizes relationship-building, sales performance, and ongoing development within a supportive, inclusive culture. The position focuses on mutual funds licensing and progression toward the CIFP Diploma, with opportunities for career growth and a comprehensive benefits package in a