Senior Financial Advisor - Penticton, Kelowna, Vernon & Kamloops (Future Opportunities)

Scotiabank; Kelowna; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking passionate Advisors to join their Canadian Banking Branch network. This role emphasizes building strong customer relationships and providing tailored financial strategies to meet diverse needs. You will be part of a collaborative team that values innovation and personal growth, with opportunities for advancement without the need to change branches. The organization is dedicated to making a positive impact in the community while recognizing and rewarding high performance. If you have a drive for excellence and a commitment to customer service, this opportunity is perfect for you.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and development

Collaborative team environment

Qualifications

• Strong drive to build customer relationships and exceed sales targets.
• Strategic mindset for personalized financial strategies.

Responsibilities

• Provide exceptional service and build comprehensive customer plans.
• Nurture long-standing relationships and grow branch business.

Skills

Customer Relationship Management

Sales Target Achievement

Financial Strategy Development

Proactive Communication

Education

Mutual Funds Licence

CIFP Diploma (in progress)

Job description

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

What your role will be…

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
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and working towards your 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