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Indigenous Financial Advisor

2 months ago

Calgary, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a skilled and culturally sensitive Financial Advisor to join our team in serving the Indigenous community. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering against individual and team sales goals.

Key Responsibilities
  • Proactively discover customer needs, listen to understand their requirements, and educate them on relevant financial products and services.
  • Develop comprehensive plans to help customers achieve their financial goals, using a holistic approach that considers their unique needs and circumstances.
  • Nurture long-standing relationships with customers, providing ongoing support and guidance to help them navigate their financial journeys.
  • Meet and exceed sales targets in a fast-paced environment, while maintaining a customer-centric approach that prioritizes their needs and satisfaction.
What We Offer
  • A competitive compensation and benefits package, including a dedicated annual allowance for your well-being.
  • Traditional Indigenous Practices Leave and access to our Indigenous Employee Mentoring Program and Resource Group.
  • The opportunity to work with a diverse and inclusive organization that values and supports the growth and development of its employees.
  • A chance to make a meaningful impact in your community and contribute to the success of our customers.
Requirements
  • A proven ability to build strong customer relationships and deliver exceptional service in a fast-paced environment.
  • The drive to meet and exceed sales targets, while maintaining a customer-centric approach that prioritizes their needs and satisfaction.
  • A mutual funds license and a commitment to obtaining the CIFP Diploma.