Wealth & Holistic Planning Advisor

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

Job summary

A leading financial institution in Ontario seeks a Financial Advisor committed to building strong relationships and delivering exceptional service. In this role, you will proactively understand customer needs, provide expert advice, and build comprehensive plans to help customers achieve their goals. The position offers opportunities for career advancement and a competitive compensation package, fostering an inclusive environment where diverse talents can thrive and succeed.

Benefits

Competitive compensation and benefits

Career development opportunities

Inclusive and accessible work environment

Qualifications

• Drive to build strong customer relationships and deliver excellent customer service.
• Ability to meet and exceed sales targets in a fast-paced environment.

Responsibilities

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

Skills

Customer relationship building

Sales target achievement

Mutual Funds license

Education

CIFP Diploma (working towards)

Job description

A leading financial institution in Ontario seeks a Financial Advisor committed to building strong relationships and delivering exceptional service. In this role, you will proactively understand customer needs, provide expert advice, and build comprehensive plans to help customers achieve their goals. The position offers opportunities for career advancement and a competitive compensation package, fostering an inclusive environment where diverse talents can thrive and succeed.