Build customer relationships as a Financial Advisor in Woodbridge, using needs discovery and expert advice to support customers' goals. Scotiabank offers this branch-based opportunity in Ontario.
As a Financial Advisor at Scotiabank, you will listen carefully, uncover needs, and provide relevant insights. You will create comprehensive plans using a holistic approach while nurturing long-standing relationships. Your work will also support branch growth 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 plans supporting customers' stated goals
- Nurture strong, long-standing customer relationships
- Deliver individual and team sales goals supporting positive experiences
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
Bring customer relationship building, holistic planning, and sales expertise to Scotiabank's Financial Advisor team in Woodbridge, Ontario.
Financial Advisor Woodbridge in Vaughan 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.
