Summary
Scotiabank is a leading bank in the Americas that provides a broad range of financial advice, products, and services. The Financial Advisor serves customers through needs discovery, education, financial planning, relationship building, and achievement of branch sales goals.
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
- 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
Qualifications
Must Haves
- 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
Benefits
- A competitive compensation and benefits package.
- Meaningful development conversations that enable faster advancement.
- Internal training to support your growth and development.
- Recognition and rewards for high performance.
- Clear, transparent criteria to progress in your career.
- The opportunity to elevate your career from the same branch without waiting for a vacancy or moving to another branch.