Personal Wealth Advisor
4 days ago
About Scotiabank
We're a leading bank in the Americas, helping our customers, their families, and communities achieve success. Our advice, products, and services span personal and commercial banking, wealth management, and private banking, corporate and investment banking, and capital markets.
Your Role
As a Senior Financial Advisor, you'll be a key member of our Canadian Banking Branch network. You'll provide exceptional service, taking a proactive approach to discovering customer needs, educating them on relevant insights and expert advice, building comprehensive plans using a holistic approach, nurturing strong relationships, and developing, retaining, and growing branch business.
Key Responsibilities
- Proactively discovering customer needs and tailoring solutions to meet their goals
- Providing expert advice on day-to-day banking, investments, and borrowing solutions
- Building customers' comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships with customers
- Driving business growth by meeting and exceeding sales targets in a fast-paced environment
Requirements
- Strong interpersonal skills to build trust with customers
- A strategic mindset to develop personalized financial strategies
- Proven ability to meet and exceed sales targets in a fast-paced environment
- Mutual Funds license and completed CIFP Diploma
Our Culture
- We value diversity and inclusion, creating an inclusive and accessible environment for everyone
- We offer a competitive compensation and benefits package
- We're committed to making a difference in our communities – for you and our customers
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