Future Opportunity - Banking Advisor Trainee - Markham/Richmond Hill

Scotiabank; Richmond Hill; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a purpose-driven organization as a Financial Advisor, where your skills in customer relationship management will shine. This role focuses on providing exceptional service and building strong, long-term relationships with clients. You'll have the opportunity to make a significant impact by helping customers achieve their financial goals while working in a collaborative and innovative environment. The company offers a competitive compensation package, clear career progression, and a commitment to diversity and inclusion, ensuring that you can thrive and succeed in your career.

Benefits

Competitive Compensation

Benefits Package

Career Progression Opportunities

Internal Training

Recognition and Rewards

Qualifications

• Strong desire to build customer relationships and deliver excellent service.
• Proven ability to exceed sales targets in a fast-paced environment.

Responsibilities

• Provide exceptional service throughout the customer journey.
• Build comprehensive plans to help customers achieve their goals.
• Nurture strong, long-term relationships with clients.

Skills

Customer Relationship Management

Sales Target Achievement

Customer Needs Analysis

Mutual Funds License

Education

CIFP Diploma Progress

Job description

Requisition ID: #

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

About the role

Position: Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. With a commitment to diversity, inclusion, and a performance-oriented culture that values coaching, learning, and development, there are endless possibilities. You can make an impact here by helping shape the futures of our 25 million customers.

What you’ll be doing

Our Advisors are customer-centric and skilled at connecting with people in a relatable way. As a vital part of the Canadian Banking Branch network, your focus will be to provide exceptional service throughout the customer journey by:

1. Taking a proactive approach to understanding customer needs and listening carefully.
2. Educating customers by providing relevant insights and expert advice.
3. Building comprehensive plans using a holistic approach to help customers achieve their goals.
4. Nurturing strong, long-term relationships.
5. Developing, retaining, and growing the branch business by meeting individual and team sales goals that enhance customer experience.

What you need to succeed

• A strong desire and motivation to build customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment, aligned with customer goals.
• Skill in uncovering and addressing customer needs.
• Mutual Funds license and progress towards the CIFP Diploma.

What we’re offering

• The chance to join a forward-thinking organization with a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• A commitment to making a difference in our communities—for you and our customers.
• Recognition and rewards for high performance, supported by leadership through meaningful development conversations, internal training, and growth opportunities.
• Clear, transparent criteria for career progression.
• Opportunities for advancement without changing branches, allowing you to deepen relationships and expand your expertise.

Locations

Canada: Ontario - Richmond Hill, Markham

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers, their families, and communities succeed through a broad range of financial services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online to be considered. We appreciate all applicants' interest; only those selected for interviews will be contacted.