Digital Financial Expert
3 days ago
About the Role
We are seeking a skilled Virtual Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a crucial role in providing exceptional service to our customers throughout their journey.
Our ideal candidate is customer-centric and able to connect with people in a relatable way. You will be responsible for:
- Taking a proactive approach to discovering customer needs and listening to understand what they are asking for.
- Providing expert advice and educating customers on relevant topics.
- Building comprehensive plans using a holistic approach to help customers achieve their goals.
- Nurturing strong, long-standing relationships.
- Developing and growing branch business by delivering against individual and team sales goals that support a positive customer experience.
To succeed in this role, you will need:
- The appetite and drive to build strong customer relationships and deliver excellent customer service.
- The proven ability to meet and exceed sales targets in a fast-paced environment that aligns with customer goals.
- Expertise in uncovering and solving for customer needs.
- A Mutual Funds license and working towards the CIFP Diploma.
What We're Offering:
The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities – for you and our customers.
You can expect to be recognized and rewarded for high performance. Leadership will support your growth and development through meaningful conversations and internal training opportunities.
Key Highlights:
- Location: Canada, Nova Scotia, Halifax.
- Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'.
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