Financial Advisor - Macleod Centre Branch, AB
On-siteAlberta, Canada
Job Summary
Conduct proactive customer outreach to discover needs, listen to understand inquiries, and educate clients with relevant insights and expert advice. Build comprehensive financial plans using a holistic approach to help customers achieve their goals while nurturing strong, long-standing relationships. Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience. This role requires meeting and exceeding sales targets in a fast-paced environment, uncovering and solving for customers' needs, and holds a Mutual Funds licence with a working CIFP Diploma. Join Scotiabank's Canadian Banking Branch network where you can make an impact on the futures of 25 million customers.
Required Qualifications
- Mutual Funds licence
- working towards the CIFP Diploma
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