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Financial Advisor

2 months ago

Montreal, Quebec, Canada Banque Scotia Full time

Scotiabank is seeking a dedicated Financial Services Advisor to join our team and provide exceptional service to clients within our diverse banking network.

As a key member of our branch, you will build strong relationships with clients, understand their financial needs, and offer tailored solutions to help them achieve their goals.

Are you passionate about delivering outstanding customer experiences and driving positive outcomes for your clients? Do you possess a strong understanding of financial products and services? If so, we encourage you to apply

Key Responsibilities:

  • Provide expert advice on a range of financial products and services, including investments, savings, and loans.
  • Develop personalized financial plans that align with clients' individual circumstances and objectives.
  • Build and maintain strong relationships with clients through effective communication and ongoing support.
  • Stay informed about market trends and regulatory changes to ensure you are providing the most up-to-date advice.
  • Collaborate with colleagues to deliver a seamless and positive client experience.

Qualifications:

  • Proven sales management experience within the financial services industry.
  • Exceptional relationship-building skills and a commitment to delivering exceptional customer service.
  • Strong understanding of financial planning principles and investment strategies.
  • Mutual funds sales license and CIFP financial planning diploma (or equivalent recognized by the Bank).
  • Bilingual proficiency in English and French, enabling you to effectively serve a diverse clientele.

Benefits:

  • Competitive compensation package and comprehensive benefits program.
  • Opportunity to work within a dynamic and inclusive organization that values diversity and inclusion.
  • Access to professional development programs and mentorship opportunities.
  • Commitment to making a positive impact in our communities through social responsibility initiatives.