Financial Advisor - Port Elgin/Owen Sound
- Owen Sound, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Requisition ID: 263044
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:
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
- 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
- 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
More about this job
Responsibilities
Discover customer needs, provide relevant financial insights and advice, and develop holistic plans to help customers achieve their goals. Build long-term relationships and grow branch business by meeting individual and team sales goals while delivering a positive customer experience.
Requirements
Candidates should be driven to build strong customer relationships, deliver excellent service, and meet or exceed sales targets in a fast-paced environment. A Mutual Funds licence is required, and candidates should be working toward the CIFP Diploma.
Skills
- Customer Relationship Building
- Customer Service
- Sales
- Needs Assessment
- Financial Advice
- Financial Planning
- Relationship Management
- Communication
- Active Listening
- Problem Solving
- Mutual Funds
Benefits
- Competitive Compensation
- Benefits Package
- Professional Development
- Internal Training
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Advisor
- Banking
- Canadian Banking
- Mutual Funds Licence
- CIFP Diploma
- Customer-Centric Service
- Customer Relationship Building
- Financial Advice
- Financial Planning
- Holistic Planning
- Needs Assessment
- Active Listening
- Sales Targets
- Branch Business Development
- Customer Retention
- Customer Growth
- Customer Experience