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Job Description & How to Apply Below
Build holistic customer financial plans as a Financial Advisor with Scotiabank in Toronto, using listening and expert advice to understand customer needs.
At Scotiabank, the Financial Advisor develops customer relationships and delivers advice aligned with stated goals. You will educate customers, uncover needs, and provide relevant insights. The position also supports branch business 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 individual and team sales goals supporting customer experience
- Drive to build strong customer relationships
- Commitment to delivering excellent customer service
- Ability to meet and exceed sales targets
- Ability to uncover and solve customer needs
- Mutual Funds licence and progress toward CIFP Diploma
Bring customer discovery, holistic planning, and sales performance to Scotiabank’s Financial Advisor position serving Toronto customers.
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