Financial advisor - Recensione dipendente - Financial Advisor presso Scotiabank

they expect you to do way too much with the client. sell everything under the sun. use web based tools, talk about life insurance, credit cards, investments, mortgages, bank accounts. Fill out the clients budget, add notes, complete compliance etc all in an hour. All that being said, you will do well if you just focus on selling. Ignore all the other stuff.