Serve Lethbridge customers as a Financial Advisor using relationship building and expert advice within Scotiabank's Canadian Banking Branch network.
As a Financial Advisor, you will connect with customers, uncover their needs, and provide relevant insights. You will create comprehensive plans using a holistic approach to help customers achieve their goals. The position also supports branch business growth through individual and team sales goals.
Key Responsibilities:
- Discover customer needs through proactive listening
- Educate customers and provide relevant expert advice
- Build comprehensive plans supporting customer goals
- Nurture strong, long-standing customer relationships
- Deliver sales goals supporting positive experiences
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-focused advice, holistic planning, and sales performance to Scotiabank customers as a Financial Advisor in Lethbridge.
Financial Advisor Lethbridge 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.
