Build customer relationships and provide expert financial advice as a Scotiabank Financial Advisor in Owen Sound or Port Elgin, Ontario.
As a Financial Advisor within Scotiabank's Canadian Banking Branch network, you will support customers throughout their financial journeys. You will discover needs, provide relevant insights, and develop comprehensive plans using a holistic approach. The position also involves growing branch business through individual and team sales goals.
Key Responsibilities:
- Discover customer needs through proactive listening and understanding
- Educate customers with relevant insights and expert advice
- Build comprehensive plans supporting customers' stated goals
- Nurture strong, long-standing customer relationships
- Deliver sales goals supporting positive customer experiences
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
Use customer insight, financial planning, and sales expertise to help Scotiabank customers achieve their goals in Ontario.
Scotiabank Financial Advisor Ontario in Owen Sound 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.
