Financial Advisor

5 days ago


Edmonton, Alberta, Canada Scotiabank Full time

Join a dynamic team as a Financial Advisor at Scotiabank, where you'll help customers achieve their financial goals and build lasting relationships.

About the Role:

  • Provide exceptional customer service and build strong relationships with clients.
  • Offer expert advice and guidance on financial products and services.
  • Develop and implement comprehensive financial plans to help clients achieve their goals.
  • Meet and exceed sales targets while delivering a positive customer experience.

Key Responsibilities:

  • Take a proactive approach to understanding customer needs and preferences.
  • Educate customers on financial products and services, and provide relevant insights and advice.
  • Build and maintain strong relationships with clients, and develop a deep understanding of their financial goals and objectives.
  • Develop and implement sales strategies to meet and exceed individual and team sales targets.

Requirements:

  • Proven ability to build strong relationships with clients and deliver exceptional customer service.
  • Ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds licence and working towards the CIFP Diploma.

About Scotiabank:

  • Scotiabank is a leading bank in the Americas, committed to helping customers achieve their financial goals.
  • We value diversity and inclusion, and are committed to creating an inclusive and accessible environment for all employees.
  • We offer a competitive compensation and benefits package, as well as opportunities for growth and development.


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