Banking Advisor Trainee - Exeter Branch (37.50 hours/week)

Scotiabank; Exeter; On-site; CAD 50,000 - 80,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor in Exeter, Ontario, to join their inclusive and high-performing team. The role involves providing exceptional customer service, developing financial plans, and nurturing long-term relationships while meeting sales targets. This position offers competitive compensation and clear career progression opportunities.

Benefits

Competitive compensation and benefits

Recognition and rewards for high performance

Leadership and development opportunities

Clear career progression criteria

Qualifications

• Strong drive to build customer relationships.
• Proven sales performance in a fast-paced environment.
• Ability to understand and solve customer needs.

Responsibilities

• Provide exceptional customer service throughout the client’s journey.
• Develop comprehensive financial plans to help clients achieve their goals.
• Grow branch business by meeting sales goals.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Education

Mutual Funds license

CIFP Diploma (ongoing pursuit)

Job description

Requisition ID: 226401

Join a purpose-driven, high-performing team committed to results and inclusivity.

About the role

What your role will be…

Financial Advisor

At Scotiabank, we help employees build their futures where they can be themselves and succeed together. Committed to diversity, inclusion, and a performance-oriented culture that promotes coaching, learning, and development, we offer endless possibilities. Here, you can make an impact by helping shape the futures of our 25 million customers.

What you’ll be doing…

• Providing exceptional customer service throughout the client’s journey by proactively understanding their needs and listening carefully.
• Educating customers with relevant insights and expert advice.
• Developing comprehensive financial plans using a holistic approach to help clients achieve their goals.
• Nurturing strong, long-term relationships.
• Growing the branch business by meeting sales goals that support positive customer experiences.

What you need to succeed…

• Drive to build strong customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Skill in uncovering and solving customer needs.
• Mutual Funds license and ongoing pursuit of the CIFP Diploma.

What we’re offering…

• The chance to join a forward-thinking organization with a collaborative team of innovative thinkers.
• Competitive compensation and benefits.
• An organization dedicated to making a difference in communities.
• Recognition and rewards for high performance, supported by leadership and development opportunities.
• Clear career progression criteria without the need to change branches.

Location

Canada: Ontario: Exeter

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We assist customers, their families, and communities in achieving success through various financial services.

Inclusion and Accessibility

We value diverse skills and experiences and are committed to an inclusive environment. If you need accommodations during recruitment, please inform our Recruitment team. For technical assistance, click here. Candidates must apply online. We appreciate all applicants; only selected candidates will be contacted for interviews.