Help Hamilton customers plan their financial futures as a Financial Advisor at Scotiabank, using holistic planning and expert advice. Build trusted relationships through proactive discovery and listening.
As a Financial Advisor, you will educate customers, uncover their needs, and provide relevant insights. You will create comprehensive plans using a holistic approach to support stated goals. The position also involves growing branch business through individual and team sales goals while supporting positive customer experiences.
Key Responsibilities:
- Discover customer needs through proactive listening and understanding
- Educate customers and provide relevant insights and expert advice
- Build comprehensive plans using a holistic customer approach
- Nurture strong, long-standing customer relationships
- Deliver individual and team sales goals supporting branch growth
Requirements:
- Drive to build strong customer relationships and deliver excellent service
- Ability to meet and exceed sales targets
- Ability to uncover and solve customer needs
- Mutual Funds licence
- Working toward the CIFP Diploma
Use financial planning, customer discovery, and sales expertise to help Scotiabank customers achieve their goals in Hamilton.
Financial Advisor Hamilton Scotiabank 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.
