Financial Advisor - Fisher & Northgate Branch

Job summary

The Financial Advisor will proactively identify customer needs to provide expert financial advice and comprehensive planning. They are responsible for building long-standing relationships and meeting branch sales goals to support a positive customer experience.

Job details

Requisition ID: 272364 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships and deliver excellence customer service The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals To uncover and solve for customers’ needs Mutual Funds licence and working towards the CIFP Diploma What we’re offering… The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 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. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. You’ll receive clear, transparent criteria to progress in your career. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise. Location(s): Canada : Ontario : North Bay 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

What you’ll do

The Financial Advisor will proactively identify customer needs to provide expert financial advice and comprehensive planning. They are responsible for building long-standing relationships and meeting branch sales goals to support a positive customer experience.

Requirements

Candidates must possess a Mutual Funds license and be actively working towards the CIFP Diploma. Proven ability to meet sales targets and a strong drive for delivering excellent customer service in a fast-paced environment are required.

Benefits

• Competitive compensation • Benefits package • Internal training • Professional development

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Sales
• Financial planning
• Relationship management
• Mutual funds
• Customer needs analysis
• Communication
• Problem solving
• Private Banking
• American Sign Language (ASL)
• Commercial Banking
• Capital Markets
• Customer Service
• Document Formatting
• Futures Exchange
• Leadership
• Innovation
• Investment Banking
• Wealth Management
• Coaching
• Technical Assistance

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Branch Manager/Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors