Financial advisor - Brossard (Contract)

Scotiabank; Brossard; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a purpose-driven team at a leading financial institution where you can make a lasting impact on customers' financial journeys. As an Investment & Personal Banking Specialist Trainee, you'll engage with clients, provide expert financial advice, and build strong, long-lasting relationships. This role offers a unique opportunity to grow in a collaborative environment that values inclusivity and recognizes individual contributions. If you're passionate about financial sales and committed to delivering exceptional service, this is the perfect chance to advance your career while making a difference in your community.

Benefits

Competitive compensation and benefits package

Inclusive culture

Career progression transparency

Impact on community

Qualifications

• Experience in sales management and building strong client relationships.
• Knowledge of financial planning and mutual funds is essential.

Responsibilities

• Provide exceptional service and trusted financial advice to customers.
• Create financial plans and educate customers about financial products.

Skills

Sales management experience

Relationship building

Financial planning knowledge

Customer service

Education

CIFP Diploma in Financial Planning

Job description

Requisition ID: 208255

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

About the role

As an Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.

Is this role right for you? In this role, you will:

• Be passionate about financial sales as well as delivering trusted financial advice to customers
• Educate customers, providing relevant insights and expert advice
• Create financial plans, leveraging relevant financial planning tool modules and select advice-based tools and resources
• Understand the importance of being results-driven
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Sales management experience and the ability to market Scotiabank
• The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
• A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What’s in it for you?

• A competitive compensation and benefits package
• Ability to make a lasting impact on customers
• An inclusive culture where we value and recognize our employees’ contributions
• An organization committed to making a difference in our communities – for you and your customers
• You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
• You’ll receive clear transparent criteria to progress in your career

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve an English-speaking clientele.

Location(s): Canada : Quebec : Brossard

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.