Financial Services Professional

4 weeks ago


Calgary, Alberta, Canada Scotiabank Full time
About the Role

As a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships with clients, and delivering tailored financial solutions to meet their needs.

Key Responsibilities
  • Conduct needs assessments to understand customer requirements and preferences
  • Develop and implement comprehensive financial plans to help customers achieve their goals
  • Provide expert advice on investment and savings options, as well as banking and credit products
  • Build and maintain strong relationships with customers to ensure long-term loyalty and growth
  • Meet and exceed sales targets to drive business growth and revenue
What We Offer
  • A competitive compensation and benefits package
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and supportive team environment
  • The opportunity to make a meaningful impact on customers' lives and contribute to the success of Scotiabank
Requirements
  • Proven ability to build strong relationships with customers and deliver exceptional service
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Mutual Funds licence and working towards the CIFP Diploma

Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success. We value diversity and inclusion, and are committed to creating a workplace that is inclusive and accessible for everyone.



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