Unit 1: Scotia Bank Overview
Unit 2: The Financial Advisor Role
Unit 3: Values and Resources
Scotia Bank Retail Products: Financial Advisor Onboarding
Equipping new Scotia Bank Financial Advisors with comprehensive knowledge of retail products, compliance, and customer interaction skills for immediate success.
Unit 1: Chequing Account Fundamentals
Unit 2: Savings Account Options at Scotia
Unit 3: Opening and Managing Accounts
Unit 1: Scotia Bank Credit Cards: An Overview
Unit 2: Credit Card Fees and Application Process
Unit 3: Scotia Bank Personal Loans
Unit 1: Mortgage Fundamentals
Unit 2: The Mortgage Application Process
Unit 3: Mortgage Calculations and Insurance
Unit 1: Understanding KYC Policies
Unit 2: AML Regulations and Reporting
Unit 3: Privacy and Data Protection
Unit 1: Effective Communication Techniques
Unit 2: Handling Customer Inquiries and Concerns
Unit 3: Resolving Issues and Building Rapport
Unit 4: Internal Systems and Tools