Client-Focused Financial Planner

Scotiabank; Paradise (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Scotiabank in Paradise, Canada, is seeking a Financial Advisor to serve customers across the branch network. You will build comprehensive financial plans, deliver expert advice, and nurture long-standing relationships to help clients achieve their goals.

Join a performance-driven culture with coaching, development, and opportunities for advancement while contributing to a positive customer experience and branch growth.

Qualifications

• The appetite and drive to build strong customer relationships and deliver excellence customer service.
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals.
• To uncover and solve for customers’ needs.
• Mutual Funds licence and working towards the CIFP Diploma.

Responsibilities

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

Skills

Customer relations

Sales targets

Education

CIFP Diploma

Tools

Mutual Funds licence

Job description

Scotiabank in Paradise, Canada, is seeking a Financial Advisor to serve customers across the branch network. You will build comprehensive financial plans, deliver expert advice, and nurture long-standing relationships to help clients achieve their goals.

Join a performance-driven culture with coaching, development, and opportunities for advancement while contributing to a positive customer experience and branch growth.