Financial Advisor- Montreal Area

Scotiabank•Montreal, QC

6d•Onsite

About The Position

Senior Financial Advisor at Scotiabank. Scotiabank helps employees build their futures in an inclusive and high-performing culture with a commitment to diversity and inclusion. The role offers endless possibilities with a performance-oriented culture that includes coaching, learning, and development. Advisors are customer-centric and provide exceptional service throughout the customer’s journey. They take a proactive approach to discovering customer needs, educating customers with relevant insights and expert advice, building comprehensive plans using a holistic approach, nurturing strong relationships, and developing, retaining, and growing the branch business by delivering against individual and team sales goals.

Requirements

The appetite and drive to build strong customer relationships
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
A Mutual Funds licence and completed CIFP Diploma

Responsibilities

Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience