Senior Financial Advisor - Upper Mission Village (The Ponds) Branch

Scotiabank; Kelowna; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Financial Advisor to join their dynamic team in Kelowna. This role emphasizes building meaningful customer relationships and developing personalized financial strategies. You'll have the opportunity to work in a collaborative environment that values innovation and personal growth. With a competitive compensation package and clear career progression criteria, this position is perfect for those motivated to make a difference in their community while achieving personal and professional success.

Benefits

Competitive compensation and benefits package

Opportunities for internal growth

Recognition for high performance

Collaborative team environment

Qualifications

• Strong desire to build meaningful customer relationships.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Develop comprehensive financial plans to help customers achieve their goals.

Skills

Customer Relationship Management

Sales Strategies

Financial Planning

Investment Knowledge

Education

CIFP Diploma

Mutual Funds License

Job description

Requisition ID: #

Join a purpose-driven, high-performing team committed to results

About the role

Senior Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. We are committed to diversity, inclusion, and a performance-oriented culture that promotes coaching, learning, and development. Here, you can make an impact by helping shape the futures of our 25 million customers. Find your future with us.

What you’ll be doing

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

1. Taking a proactive approach to understanding customer needs and listening carefully.
2. Educating customers and providing relevant insights and expert advice.
3. Building comprehensive financial 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 the customer experience.

What you need to succeed

• A strong desire and motivation to build meaningful customer relationships.
• A strategic mindset to develop personalized financial strategies covering banking, investments, and borrowing solutions.
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals.
• A Mutual Funds license and completed 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.
• An organization dedicated 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 and internal growth opportunities.
• Clear, transparent criteria for career progression.
• Opportunities to advance without changing branches, allowing you to deepen relationships and expand your expertise.

Location

Canada: British Columbia: Kelowna

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, 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.

Inclusion and Accessibility

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