Financial Advisor — Build Wealth & Relationships in Victoria

Scotiabank; Victoria; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Internal training

Career growth

Job summary

Scotiabank in Victoria, BC is seeking a Financial Advisor to join the Vancouver Island District. You will connect with customers, understand their goals, and develop comprehensive financial plans.

You will educate clients on investment options, mutual funds, and banking solutions, while delivering exceptional service and building lasting relationships. This role offers a path to growth within a supportive, performance-driven environment.

Qualifications

• Ability to build strong customer relationships and deliver excellent service.
• Proven track record of meeting/exceeding sales targets in a fast-paced environment.
• Identify customer needs and present suitable financial solutions.
• Mutual Funds licence held or in progress with CIFP Diploma pursuit.

Responsibilities

• Taking a proactive approach to discovering customer needs
• Educating 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

Relationship building

Sales targets

Communication

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank in Victoria, BC is seeking a Financial Advisor to join the Vancouver Island District. You will connect with customers, understand their goals, and develop comprehensive financial plans.

You will educate clients on investment options, mutual funds, and banking solutions, while delivering exceptional service and building lasting relationships. This role offers a path to growth within a supportive, performance-driven environment.