Financial Advisor - Montréal, Canada - Scotiabank

Scotiabank

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 169492

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role:

As a Financial Advisor you are customer-centric and able to connect with people in a relatable way.

As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey.

Is this role right for you? In this role, you will:

Be passionate about financial sales as well as delivering trusted financial advice to customers
Educate customers, providing relevant insights and expert advice
Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
Understand the importance of being resultsdriven
Be highly engaged
Demonstrate a collaborative approach when dealing with peers, customers, and partners
Build relationships, focusing on providing a great client experience and growing longstanding relationships with existing customers

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

Sales management experience and the ability to market Scotiabank
The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What's in it for you?

A competitive compensation and benefits package
Ability to make a lasting impact on customers
An inclusive culture where we value and recognize our employees' contributions
An organization committed to making a difference in our communities for you and your customers
You will have an assigned book of midaffluent customers and the ability to build on this book with growth potential customers
You'll receive clear transparent criteria to progress in your career

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.