Financial Services Advisor

4 days ago


Courtenay, British Columbia, Canada Scotiabank Full time

As a Financial Services Advisor, you will play a critical role in helping our customers achieve their financial goals. You will provide expert advice and guidance to customers on a range of financial products and services, ensuring they receive tailored support that meets their unique needs.

About the Opportunity

In this role, you will be responsible for:

  • Providing personalized financial planning and advice to customers
  • Identifying and recommending suitable financial products and services
  • Processing transactions and managing customer accounts

To excel in this role, you will need:

  • Proven experience in financial services or a related field
  • A strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • A commitment to delivering exceptional service and meeting sales targets


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