Financial Advisor Hamilton Scotiabank

4 days ago

Hamilton ON, Hamilton Census Division, ON; Ontario, Canada Scotiabank Full-time

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.

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