Wealth Planning & Client Growth Advisor

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

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Milton to build strong customer relationships and meet sales targets. The role involves understanding customer needs, providing insights, and developing comprehensive financial plans. Successful candidates will hold a Mutual Funds license and be working towards a CIFP Diploma. This position offers competitive compensation and a supportive environment for professional growth and career progress.

Benefits

Competitive compensation and benefits

Opportunities for career advancement

Supportive and inclusive environment

Qualifications

• Ability to build strong customer relationships.
• Proven track record of exceeding sales targets.
• Skills in identifying and fulfilling customer needs.

Responsibilities

• Discover and address customer needs.
• Educate customers and provide expert advice.
• Build comprehensive financial plans for customers.
• Develop and grow branch business.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Communication

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

A leading bank in the Americas is seeking a Financial Advisor in Milton to build strong customer relationships and meet sales targets. The role involves understanding customer needs, providing insights, and developing comprehensive financial plans. Successful candidates will hold a Mutual Funds license and be working towards a CIFP Diploma. This position offers competitive compensation and a supportive environment for professional growth and career progress.