More jobs:
Financial Advisor Customer Relationships
Job Description & How to Apply Below
Financial Advisor in Waterloo, Ontario, builds comprehensive customer plans through needs discovery, expert advice, and strong relationship management at Scotiabank.
Scotiabank’s Financial Advisor helps customers achieve stated goals through a holistic approach. The position focuses on listening, relevant insights, customer education, and long-standing relationships. It also supports branch growth through individual and team sales goals.
Key Responsibilities:- Discover customer needs through proactive listening and understanding
- Educate customers and provide relevant insights and expert advice
- Build comprehensive plans using a holistic customer approach
- Nurture strong, long-standing customer relationships
- Deliver branch sales goals supporting positive customer experiences
- Drive to build strong customer relationships and deliver excellent service
- Ability to meet and exceed sales targets
- Ability to uncover and solve customer needs
- Mutual Funds licence
- Working toward the CIFP Diploma
Use customer discovery, holistic planning, and expert advice to help Waterloo customers achieve their financial goals.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×