Banking Advisor Trainee - Launch Your Financial Career

Scotiabank; Listowel; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Employee learning and growth

Community-focused initiatives

Job summary

Scotiabank invites applications for a Banking Advisor Trainee in Listowel, Ontario. This role focuses on delivering exceptional customer service, identifying client needs, and guiding customers through financial solutions within the Canadian Banking Branch network.

You will educate clients, build personalized plans, and contribute to branch sales goals while pursuing the CIFP Diploma and holding a Mutual Funds licence as you grow with a supportive leadership team.

Qualifications

• Proactively identify customer needs and provide tailored financial guidance.
• Ability to educate customers with insights and expert advice.
• Build comprehensive financial plans with a holistic approach.
• Develop and nurture long‑standing customer relationships.

Responsibilities

• Take 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

Skills

Customer service

Sales mindset

Relationship building

Needs discovery

Education

Mutual Funds licence

CIFP Diploma pursuit

Job description

Scotiabank invites applications for a Banking Advisor Trainee in Listowel, Ontario. This role focuses on delivering exceptional customer service, identifying client needs, and guiding customers through financial solutions within the Canadian Banking Branch network.

You will educate clients, build personalized plans, and contribute to branch sales goals while pursuing the CIFP Diploma and holding a Mutual Funds licence as you grow with a supportive leadership team.