Financial Advisor - Buckingham, Quebec

Scotiabank; Burnaby; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Burnaby. This role focuses on delivering client-centric financial advice and building strong relationships with customers. You'll leverage financial planning tools to create tailored plans, engage with clients to ensure a positive experience, and market the bank effectively. The ideal candidate should possess strong sales management experience, a license to sell mutual funds, and be engaged in continuous professional development. This position offers competitive compensation and opportunities for career progression.

Benefits

Competitive compensation and benefits package

Opportunities for career progression

Inclusive corporate culture

Qualifications

• Passion for financial sales and providing trusted advice.
• Ability to build strong relationships with clients.
• Knowledge of financial planning tools.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Create financial plans using relevant tools and resources.
• Market Scotiabank effectively to clients.

Skills

Sales management experience

Client relationship building

Financial advisory

Engagement and collaboration

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

Requisition ID: 243766

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 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 as tools and resources
• Understand the importance of being results-driven
• Be highly engaged
• 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

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Buckingham

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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 anyone. 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. If you require technical assistance, please click here. 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.