Financial Advisor - Penticton, BC

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

Job summary

Scotiabank in Penticton, BC, is seeking a Financial Advisor to support customers with holistic financial planning and personalized advice. You will engage clients, uncover needs, and offer investment and banking solutions while building lasting relationships within the branch team.

The role focuses on proactive needs discovery, education, and delivering against individual and team goals in a friendly, inclusive environment. Training and growth are emphasized.

Qualifications

• Proven ability to meet and exceed sales targets.
• Aptitude for discovering customer needs and providing insights.
• Mutual Funds licence and pursuing CIFP Diploma.

Responsibilities

• Take a proactive approach to discovering customer needs and listen to understand their requests.
• Educate customers with insights and expert financial advice.
• Build comprehensive plans using a holistic approach to help clients achieve goals.
• Nurture strong, long-standing relationships and grow branch business by meeting sales goals.

Skills

Customer service

Sales targets

Needs assessment

Relationship building

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Requisition ID: 276145

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 customer’s 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 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

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 customer’s 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 won’t 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 : Penticton

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 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.