Financial Advisor- Picton

Scotiabank; Ontario; On-site; CAD 45,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as a Financial Advisor, where you will play a vital role in helping customers achieve their financial goals. In this dynamic position, you will build strong relationships, provide expert insights, and develop comprehensive financial plans tailored to individual needs. With a commitment to diversity and inclusion, this innovative firm offers a collaborative environment that fosters personal and professional growth. You will be recognized for your high performance and supported in your career advancement, making a meaningful impact in the lives of customers and communities alike.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and development

Inclusive and accessible environment

Qualifications

• Strong ability to build customer relationships and deliver excellent service.
• Proven track record of meeting sales targets in a fast-paced environment.

Responsibilities

• Proactively discover customer needs and provide expert advice.
• Develop and grow branch business by achieving sales goals.

Skills

Customer Relationship Management

Sales Target Achievement

Customer Service Excellence

Problem Solving

Education

Mutual Funds Licence

CIFP Diploma (in progress)

Job description

Requisition ID: 219070

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…

• 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 in 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 : Ontario : Picton

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. 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.