Financial Advisor - Peterborough Kawartha Centre, Peterborough

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

Job summary

A leading banking institution in Ontario is seeking Advisors committed to providing exceptional customer service. This role involves building relationships, meeting sales targets, and addressing customer needs. Ideal candidates will hold a Mutual Funds licence and work towards a CIFP Diploma. Competitive compensation and a supportive work environment are offered, with opportunities for growth within the organization.

Benefits

Competitive compensation

Comprehensive benefits package

Opportunities for career advancement

Supportive leadership development

Qualifications

• The appetite and drive to build strong customer relationships.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Skills to uncover and solve customers’ needs.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Educate customers and provide relevant insights.
• Nurture long-standing relationships and grow branch business.

Skills

Customer relationship building

Sales target achievement

Problem-solving for customer needs

Communication skills

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Requisition ID: 242197

About the role

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

What you’ll be doing…

Our Advisors are customer‑centric and can 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 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

Canada: Ontario: Peterborough

About Scotiabank

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, 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.