Build customer relationships as a Financial Advisor in Gravenhurst, using listening skills and expert advice to support customer goals.
At Scotiabank, this Financial Advisor role serves customers through the Canadian Banking Branch network. You will discover needs, educate customers, provide relevant insights, and create comprehensive plans using a holistic approach. The role also supports branch business through individual and team sales goals.
Key Responsibilities:
- Discover customer needs through proactive listening and understanding
- Educate customers and provide relevant insights and expert 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 delivering 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, relationship building, and sales expertise to Scotiabank's Financial Advisor team in Gravenhurst.
Financial Advisor Gravenhurst Branch 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.
