Financial Advisor Contract Orchard Place, Kelowna, BC

Scotiabank Global Site; Kelowna; On-site; CAD 60,000 - 80,000; Part time

Job summary

A leading financial institution is seeking a Financial Advisor in Kelowna to provide exceptional customer service and build strong relationships. You will drive business outcomes while helping clients achieve their financial goals through expert advice and tailored solutions. The ideal candidate has a mutual funds license and a strong background in sales. Competitive compensation and benefits offered.

Benefits

Competitive compensation

Benefits package

Opportunities for advancement

Qualifications

• Proven ability to meet and exceed sales targets.
• Skills in developing and nurturing customer relationships.
• Experience in a fast-paced sales environment.

Responsibilities

• Provide exceptional service throughout the customer's journey.
• Discover and meet customer needs through education and advice.
• Build comprehensive customer plans using a holistic approach.

Skills

Business Development

Sales Experience

Wealth Management

Financial Planning

Customer relationship management

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Requisition ID : 241360

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

About the role

What your role will be

Financial Advisor

At Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching learning and development there are endless possibilities. At Scotiabank you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing

Our Advisors are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by :

• Taking 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 customers 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

What you need to succeed

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customers stated goals
• To uncover and solve for customers needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering

• The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities for you and our customers.
• You can expect to be recognized and rewarded for high‑performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear transparent criteria to progress in your career.
• You wont need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s) : Canada : British Columbia : Kelowna

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and our 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 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. 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.

Required Experience

Unclear Seniority

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Employment Type: Contract

Experience: years

Vacancy: 1