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Financial Advisor - Cold Lake, AB

Scotiabank
Cold Lake, AB
On-site

About this role

About the Role The Financial Advisor role at Scotiabank supports customer-centric service within the Canadian Banking Branch network, helping clients build holistic financial plans and achieve their goals through personalized guidance and collaboration. 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
  • 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 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 supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth

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