Financial Advisor Hamilton Scotiabank

Help Hamilton customers plan their financial futures as a Financial Advisor at Scotiabank, using holistic planning and expert advice. Build trusted relationships through proactive discovery and listening.

As a Financial Advisor, you will educate customers, uncover their needs, and provide relevant insights. You will create comprehensive plans using a holistic approach to support stated goals. The position also involves growing branch business through individual and team sales goals while supporting positive customer experiences.

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 branch growth

Requirements:

• 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 financial planning, customer discovery, and sales expertise to help Scotiabank customers achieve their goals in Hamilton.