Financial Advisor - Scotiabank, Mont-St-Hilaire, QC

About the Role

As an Investment & Personal Banking Specialist at Scotiabank, you will join a purpose-driven team committed to results within an inclusive and high-performing culture. This customer-centric role, an essential part of the Canadian Banking Branch network, focuses on providing exceptional service throughout the customer's financial journey. You will connect with customers in a relatable way, leveraging your ability to deliver trusted financial advice and build strong relationships.

Key Responsibilities

In this dynamic role, your responsibilities will include a focus on financial sales and delivering expert advice to customers.

• 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 results-driven.
• 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 long-standing relationships with existing customers.

Who We're Looking For

Scotiabank is seeking individuals with specific skills and experience to thrive in this Financial Advisor role. We value your ability to connect with clients and contribute to a collaborative environment.

• 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).

About the Employer

Joining Scotiabank means becoming part of an organization that values its employees and is dedicated to making a difference. This role offers the ability to make a lasting impact on customers and communities, supported by a clear path for career progression.

• 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 mid-affluent customers and the ability to build on this book with growth potential customers.
• You’ll receive clear transparent criteria to progress in your career.