Financial Advisor – Future Opportunities (Lindsay, Peterborough, Cobourg)

In the role of a Financial Advisor, you will be responsible for the entire financial journey of clients and considering future possibilities in Lindsay, Peterborough, and Cobourg, and you will be able to help them create plans that last for years to come. The job demands knowing the client’s needs very well.

Scotiabank is a bank that lends you support in your work. It places people first, and therefore, training new hires is a priority. You will be given coaching, learning programs, and clear pathways of growth while being a part of the branch’s success.

The bank is well known for its diverse culture, perks for employees, and devotion to employee development. If you want to work at a reliable and trustworthy bank that treats both its clients and staff well, click the link below to see the complete job listing.

Also hiring: Loan officer

Employer details:

Company : ScotiaBank
Location : Canada : Ontario : Lindsay, Peterborough, Cobourg
Salary : $48,006 to $168,002 per year
Job type : Full-time
Start Date : As soon as possible
Benefits: A forward-looking organization having an inventive and cooperative team, providing excellent pay and benefits, and committed to the community’s welfare, along with great acknowledgment and rewards given for exceptional performance, supportive management offering continuous training, transparent policies for promotion, and the opportunity to move up without the delay of vacant positions.

Job Description

  • Act as a Financial Advisor, your role will mainly involve interacting with clients to comprehend and back their financial aspirations.
  • Collaborate with a friendly branch atmosphere in Lindsay, Peterborough, and Cobourg.
  • Utilize Scotiabank’s integrated planning method to render individualized financial advice.
  • Create solid client connections and participate in the overall expansion of the branch.
  • Work as part of Scotiabank’s Canadian banking network in a branch-based structure.
  • Take advantage of the development resources, coaching, and clear progression routes offered.

Responsibilities

  • Recognize early on the customer’s needs and listen to get an idea of what they want to achieve.
  • Give customers the right information and good advice from professionals.
  • Create comprehensive financial strategies that support the clients in realizing their ultimate goals.
  • Keep the communication channels open and strong with the customers for a long time.
  • Help the growth of the branch by reaching the individual and collective sales targets.

Requirements

  • Motivation to create connections and provide outstanding service.
  • Skilled in achieving and surpassing sales objectives.
  • Talent in identifying the customers’ needs and providing appropriate solutions.
  • License for Mutual Funds and ongoing study towards the CIFP Diploma

How to apply?

Click the link here to find more information about this post and apply for the job at ScotiaBank.

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