Financial Advisor at Scotiabank Markham

Elevate client experiences as a Financial Advisor at Scotiabank in Markham, Ontario. Utilize your financial expertise to build relationships and create tailored financial plans for optimal client success.
In this position, you'll closely engage with clients to understand their financial needs. Your role focuses on delivering expert financial advice while fostering trust through meaningful relationships. Meeting and exceeding sales targets is essential to grow branch business and client satisfaction.
Key Responsibilities:
• Actively listen to identify customer needs
• Provide expert financial advice and insights
• Design comprehensive financial plans for clients
• Build strong, trust-based customer relationships
• Consistently meet sales objectives for client satisfaction
Requirements:
• Proven ability to exceed sales goals effectively
• Strong focus on delivering customer service excellence
• Desired Mutual Funds license and CIFP Diploma in progress
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