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Financial Advisor

Scotiabank
Deep River, Ontario, Canada
On-site

About this role

About the Role Financial Advisor at Scotiabank within the Canadian Banking Branch network. You will help customers by providing exceptional service, uncovering needs, educating clients with expert advice, and building holistic plans while delivering against sales goals in a collaborative, inclusive culture. What You'll Do

  • Take a proactive approach to discovering customer needs and listen to understand what they are asking for.
  • Educate customers, providing relevant insights and expert advice.
  • Build customers’ comprehensive plans using a holistic approach to help them achieve their goals.
  • Nurture strong, long-standing relationships.
  • Develop, retain and grow 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 excellence in customer service.
  • Proven ability to meet and exceed sales targets in a fast-paced environment aligned to a customer’s goals.
  • Ability to uncover and solve for customers’ needs.
  • Mutual Funds licence and working towards the CIFP Diploma. Nice to Have
  • (Not explicitly listed as separate qualifications in the posting) Compensation & Benefits
  • Competitive compensation and benefits package.
  • Recognition and rewards for high performance.
  • Leadership support through development conversations, internal training, and growth opportunities.
  • Clear criteria to progress in your career and the possibility to advance without transferring to another branch.

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