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Scotiabank2 days ago

Financial Advisor - Bloor & Spadina (37.5 hours/week)

On-site · Toronto, Ontario, Canada

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise

Job Summary

Financial Advisor role within Scotiabank's Canadian Banking Branch network focusing on building strong customer relationships, educating clients with relevant insights and expert advice, and developing comprehensive financial plans to help customers achieve their goals. Responsibilities include proactively uncovering customer needs, delivering personalized financial guidance, nurturing long-standing relationships, and contributing to team sales goals while providing exceptional customer service. The position emphasizes a holistic approach to wealth management and a track record of meeting/exceeding sales targets in a fast-paced banking environment.

Required Qualifications

  • Mutual Funds licence
  • working towards CIFP Diploma
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Scotiabank

Financial Advisor - Bloor & Spadina (37.5 hours/week)

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