About this role
About the Role Financial Advisor at Scotiabank Bancroft Branch, focused on helping customers achieve their financial goals through proactive service and tailored advice. You’ll connect with clients, understand their needs, and build comprehensive plans within a collaborative, performance-driven culture. You can make an impact by delivering exceptional customer experiences and contributing to branch growth. What You'll Do
- 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 What We're Looking For
- Appetite and drive to build strong customer relationships and deliver excellent customer service
- Proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals
- Ability to uncover and solve for customers’ needs
- Mutual Funds licence and working towards the CIFP Diploma Compensation & Benefits
- A competitive compensation and benefits package
- An organization committed to making a difference in our communities – for you and our customers
- You’ll be recognized and rewarded for high-performance
- You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development