Financial Advisor Woodbridge
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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.
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