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@scotiabank.com
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Robert Maher is listed as Senior Financial Advisor at Scotiabank at Scotiabank, a company with 62849 employees, based in Port Elgin, Ontario, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Robert Maher.
Robert Maher previously worked as Senior Financial Advisor at Scotiabank and Consultant at Ig Wealth Management.
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Robert Maher is a Senior Financial Advisor at Scotiabank at Scotiabank.
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Port Elgin, ON
Conduct in-depth consultations with clients to assess their financial goals, investment objectives, risk tolerance, and current financial situations.Proactively identify and address customer needs by actively engaging in conversations and actively listening to understand their requirements.Educate customers by providing relevant insights and expert advice.
Owen Sound, Ontario, Canada
Advised clients as their primary consultant/advisor, coordinating with legal and accounting experts when dealing with complex planning scenarios.Delivered expert financial advice on investments, encompassing mutual funds, GICs, bank accounts, mortgages, revolving credit, and personal loans.Provided recommendations to clients on life, critical illness, and.
Owen Sound, Ontario, Canada
Managed an assigned portfolio of approximately 500-600 clients, providing comprehensive financial advisory services.Consistently achieved an Individual Performance Factor exceeding 100% by consistently meeting and surpassing both individual and branch targets.Collaborated with legal and accounting experts as necessary to address complex financial planning.
Owen Sound, Ontario, Canada
Conducted comprehensive financial reviews with existing clients to understand their goals and identify potential investment opportunities.Utilized strong communication skills to ensure clients' needs were met and to clearly convey investment opportunities to Senior Financial Advisors.Collaborated closely with Senior Financial Advisors and investment.
Owen Sound, Ontario, Canada
Successfully opened and established a steady stream of new client accounts, increasing the customer base and revenue.Consistently sold a range of financial products and services to new clients, including checking and savings accounts, lines of credit, and loans.Skillfully guided new clients through the onboarding process, ensuring a seamless and positive.
Owen Sound, Ontario, Canada
Assessed the clients financial situations to develop strategic financial planning solutions.Followed all compliance department policies to eliminate procedural errors and margin breaks.Recommended loan approvals and denials based on customer loan application reviews.Originated, reviewed, processed, closed and administered the customer loan.
Other employees you can reach at scotiabank.com. View company contacts for 62849 employees →
Dan Geddes
Colleague at Scotiabank
Canada, Canada
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RS
Reet Sidhana
Colleague at Scotiabank
Canada, Canada
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MV
Mariana Vasquez
Colleague at Scotiabank
San Pedro De Macorís, Dominican Republic, Dominican Republic
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MF
Melanie Frisz
Colleague at Scotiabank
Toronto, Ontario, Canada, Canada
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AC
Ankit Chopra
Colleague at Scotiabank
Toronto, Ontario, Canada, Canada
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JA
Julio Alejandro Zamora Rodriguez
Colleague at Scotiabank
Peru, Peru
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DD
David Drew
Colleague at Scotiabank
Waterloo, Ontario, Canada, Canada
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OB
Onnie Beckstead
Colleague at Scotiabank
Airdrie, Alberta, Canada, Canada
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PV
Parth Vora
Colleague at Scotiabank
Canada, Canada
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CG
Cassandra George
Colleague at Scotiabank
Mississauga, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Robert Maher works for Scotiabank.
Robert Maher is listed as Senior Financial Advisor at Scotiabank at Scotiabank.
AeroLeads has found 1 work email signal at @scotiabank.com for Robert Maher at Scotiabank.
Robert Maher is based in Port Elgin, Ontario, Canada while working with Scotiabank.
Robert Maher has worked for Scotiabank, Ig Wealth Management, Citi, and Easyhome.
Robert Maher's colleagues at Scotiabank include Dan Geddes, Reet Sidhana, Mariana Vasquez, Melanie Frisz, and Ankit Chopra.
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