Financial Advisor - Village Green Branch, Vernon, BC

Scotiabank; Vernon; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in Vernon, BC is seeking a Financial Advisor to support clients with personal and business banking, wealth management, and advice across the customer journey. You will proactively identify needs and guide clients through wealth planning, retirement, and investment strategies with professional, personalized service.

The role emphasizes educating clients, developing comprehensive financial plans, and building long-term relationships while contributing to branch goals in a collaborative,

Qualifications

• Proven ability to deliver exceptional customer service and build relationships
• Experience in meeting or exceeding sales targets in a fast-paced banking environment
• Commitment to ongoing financial education and licensing requirements (Mutual Funds licence, CIFP Diploma)

Responsibilities

• Proactively discover customer needs and listen to understand goals
• Educate clients with relevant insights and expert financial advice
• Build comprehensive financial plans using a holistic approach to help clients achieve goals
• Nurture long-term relationships and support branch sales targets
• Contribute to a positive customer experience by delivering on promises

Skills

Customer service

Relationship building

Sales targets

Communication

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Title: Financial Advisor - Village Green Branch, Vernon, BC

Requisition ID: 273464
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 : Vernon

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. 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.