Financial Advisor – Amherst

Financial Advisor – Amherst

Full-Time 54000 - 66000 $ / year (est.) On-site
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At a Glance

  • Tasks: Help customers achieve their financial goals with expert advice and relationship-building.
  • Company: Join Scotiabank, a leading Canadian bank focused on customer success.
  • Benefits: Competitive salary, benefits, and opportunities for professional growth.
  • Other info: Dynamic branch environment with a focus on teamwork and customer satisfaction.
  • Why this job: Make a real difference in people's lives while growing your career in finance.
  • Qualifications: Strong relationship-building skills and a drive to exceed sales targets.

The predicted salary is between 54000 - 66000 $ per year.

Serve Scotiabank customers in Amherst as a Financial Advisor, using relationship-building and expert advice to support their financial goals.

This Financial Advisor serves customers through Scotiabank's Canadian Banking Branch network.

The role focuses on listening, uncovering needs, providing relevant insights, and creating comprehensive plans through a holistic approach.

You will also develop, retain, and grow branch business while supporting individual and team sales goals.

Key Responsibilities

  • Discover customer needs through proactive, attentive conversations
  • Provide relevant insights and expert financial advice
  • Build comprehensive customer plans using a holistic approach
  • Nurture strong, long-standing customer relationships
  • Deliver individual and team sales goals

Requirements

  • Drive to build strong customer relationships
  • Commitment to excellent customer service
  • Ability to meet and exceed sales targets
  • Ability to uncover and solve customer needs
  • Mutual Funds licence and progress toward CIFP Diploma

Bring customer-centric service, financial advice, and sales performance to Scotiabank's Amherst branch as a Financial Advisor.

Financial Advisor – Amherst employer: Scotiabank

Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.

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Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Financial Advisor – Amherst

Relationship-Building
Expert Financial Advice
Listening Skills
Customer Needs Assessment
Holistic Financial Planning
Customer Relationship Management
Sales Target Achievement