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Financial Services Advisor

2 months ago


Lancaster Park, Alberta, Canada Scotiabank Full time
About the Role

Job Summary

As a Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on investment planning, wealth management, and financial services.

Key Responsibilities
  1. Customer Needs Assessment

Conduct thorough assessments of customer needs to understand their financial objectives and develop personalized plans to achieve them.

Financial Planning and Advice

Provide expert advice on investment planning, wealth management, and financial services to help customers make informed decisions about their financial futures.

Relationship Building

Build and maintain strong relationships with customers to understand their evolving financial needs and provide ongoing support and guidance.

Business Development

Identify opportunities to grow and develop new business relationships, expanding Scotiabank's customer base and increasing revenue.

About Scotiabank

Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services.

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.