Financial Advisor

2 days ago


Montreal, Quebec, Canada Scotiabank Full time
Role Overview

We are seeking a skilled Financial Advisor to join our team in Montreal, Quebec. As an Investment & Personal Banking Specialist, you will be responsible for delivering exceptional service and building strong relationships with customers.

About the Job

This is a results-driven role that requires a customer-centric approach. You will educate customers on financial sales and provide trusted advice to help them achieve their goals. Your focus will be on creating financial plans, leveraging relevant tools and resources, and understanding the importance of being results-driven.

Main Responsibilities:

  1. Provide expert financial advice and guidance to customers.
  2. Create customized financial plans to meet customers' needs.
  3. BUILD strong relationships with customers to grow long-standing relationships.
  4. Understand and interpret financial data to make informed recommendations.
  5. Maintain knowledge of Scotiabank's products and services.

Requirements and Qualifications:

  1. Sales management experience and ability to market Scotiabank's products.
  2. LICENSED to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  3. Able to work independently and as part of a team.

What We Offer:

  • A competitive compensation package.
  • The opportunity to make a lasting impact on customers.
  • A dynamic and inclusive work environment.
  • Ongoing training and development opportunities.

Location: Montreal, Quebec, Canada.



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