About this role
Job title: Financial Advisor
About the Role Financial Advisor within Scotiabank's Canadian Banking Branch network. The role focuses on delivering exceptional, customer-centric financial guidance to help clients achieve their goals; it emphasizes proactive needs discovery, education, and holistic financial planning. This position supports growth of branch business while aligning with Scotiabank's commitment to diversity, inclusion, and development.
What You'll Do
- Provide proactive, customer-centric service throughout the customer journey.
- Proactively discover customer needs and listen to understand what they are asking for.
- Educate customers with relevant insights and expert advice.
- Build comprehensive financial plans using a holistic approach to help clients achieve their goals.
- Nurture strong, long-standing relationships.
- Develop, retain and grow the branch business by delivering against individual and team sales goals.
What We're Looking For
- Appetite and drive to build strong customer relationships and deliver excellent 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 customers' needs.
- Mutual Funds licence and working towards the CIFP Diploma.
Compensation & Benefits
- Competitive compensation and benefits package.
- Recognition for high performance.
- Support for development through meaningful conversations and internal training.
- Clear, transparent criteria to progress in your career.
- Opportunity to advance within your current branch without transferring elsewhere.
Location Oromocto, New Brunswick, Canada
About the Company Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment bank.