Banking Advisor Trainee - Barrie, ON

Scotiabank; Barrie; On-site; CAD 45,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor in Barrie, Ontario. You will help customers build their futures by educating and providing expert advice while developing long-standing relationships. The ideal candidate has a drive for excellence in customer service and sales, with a Mutual Funds license and working towards a CIFP Diploma. This position offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation and benefits

Meaningful development opportunities

Career advancement supports

Qualifications

• Drive to build strong customer relationships and deliver excellent service.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Skills in uncovering and solving for customers’ needs.

Responsibilities

• Proactively discover customer needs and listen to understand.
• Educate customers, providing insights and expert advice.
• Build comprehensive plans to help customers achieve their goals.
• Nurture long-standing relationships.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales excellence

Problem-solving

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

Overview

Requisition ID: 236551

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

What Your Role Will Be…

Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

Responsibilities

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What You Need To Succeed

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What We’re Offering

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Ontario : Barrie