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Financial Advisor

2 weeks ago

Granby, Quebec, Canada Scotiabank Full time
Company Overview
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.

Job Description
We are currently seeking a passionate and results-driven Financial Advisor to join our team. In this role, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales. This position is ideal for individuals who are entrepreneurial, enthusiastic about making a positive impact, and thrive in a results-driven environment.

Key Responsibilities:
  1. 1. Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.
  1. 2. Utilize your banking expertise and communication skills to provide tailored mortgage advice that aligns with clients' financial goals and objectives.
  1. 3. Focus on building trust by delivering transparent and honest advice, building rapport, and maintaining open communication throughout the mortgage process.
  1. 4. Prioritize client experience by understanding client needs, delivering personalized service, and ensuring a seamless mortgage application process.
  1. 5. Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closings while adhering to regulatory requirements.
  1. 6. Remain mobile to be accessible and accommodate clients' preferences.
  1. 7. Stay informed about market trends, mortgage products, and industry regulations to provide informed advice and maintain a competitive edge in the market.