Financial Services Professional

4 weeks ago


Calgary, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.

Key Responsibilities
  • Proactively identify and understand customer needs, providing personalized advice and guidance to help them achieve their financial objectives.
  • Educate customers on relevant financial products and services, providing expert advice and insights to support their decision-making.
  • Build comprehensive financial plans for customers, using a holistic approach to help them achieve their goals.
  • Nurture strong, long-standing relationships with customers, delivering exceptional service and support throughout their financial journey.
  • Develop and implement sales strategies to drive business growth, meeting and exceeding individual and team sales targets.
Requirements
  • Proven ability to build strong customer relationships and deliver exceptional customer service.
  • Ability to meet and exceed sales targets in a fast-paced environment.
  • Strong communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
  • Mutual Funds licence and working towards the CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package.
  • A collaborative and innovative work environment, with opportunities for professional growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that values and respects all employees.
  • Clear, transparent criteria for career progression, with opportunities for advancement and internal training.

Location: Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.



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