Financial Planning Advisor Kentville

Overview

Elevate customer financial success as a Financial Planning Advisor at Scotiabank in Kentville, Nova Scotia. Provide expert guidance and build solid customer relationships.

As a Financial Planning Advisor, you will focus on understanding and addressing the needs of our diverse customer base. You will educate clients, develop holistic financial strategies, and create meaningful plans that meet their goals. Achieving sales targets through relationship management is key to this role.

Responsibilities

• Identify customer financial needs to provide proactive solutions
• Deliver valuable insights and education on financial products
• Build detailed financial plans tailored to client goals
• Establish and maintain solid, trusting customer relationships
• Drive sales growth by achieving branch targets

Requirements

• Proven success in exceeding sales expectations
• Solid ability to buil...