Senior Financial Advisor - Village Green Vernon Branch

Scotiabank; Vernon; 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. This role is pivotal in providing exceptional customer service and developing personalized financial strategies. You will have the opportunity to build meaningful relationships while contributing to the growth of the branch. With a focus on innovation and collaboration, this organization offers a competitive compensation package and a commitment to employee development. If you are driven to make a difference in the lives of customers and communities, this is the perfect opportunity for you.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Recognition and rewards for high performance

Collaborative team environment

Qualifications

• Strong desire to build meaningful customer relationships.
• Strategic mindset for developing personalized financial strategies.

Responsibilities

• Provide exceptional service throughout the customer journey.
• Build comprehensive financial plans to help clients achieve their goals.
• Meet and exceed sales targets aligned with customer goals.

Skills

Customer Relationship Management

Financial Planning

Sales Strategies

Mutual Funds License

Education

CIFP Diploma

Job description

Requisition ID: 225073

Join a purpose-driven, results-oriented team in an inclusive, high-performing culture.

About The Role

Position: Senior Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. Committed to diversity, inclusion, and a culture of coaching, learning, and development, we offer endless possibilities. Join us and make an impact by helping shape the futures of our 25 million customers. Find your future here.

What You’ll Be Doing

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

• Proactively discovering customer needs and listening to understand their requests
• Educating customers by providing relevant insights and expert advice
• Building comprehensive financial plans using a holistic approach to help clients achieve their goals
• Nurturing strong, long-lasting relationships
• Developing, retaining, and growing the branch business by meeting individual and team sales goals that support a positive customer experience

What You Need To Succeed

• A strong desire and drive to build meaningful customer relationships
• A strategic mindset for developing personalized financial strategies, including banking, investments, and borrowing solutions
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals
• 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 professionals
• A competitive compensation and benefits package
• An organization dedicated to making a difference in communities—benefiting both you and our customers
• Recognition and rewards for high performance, supported by leadership through meaningful development conversations, faster career advancement, and internal training
• Clear, transparent criteria for career progression
• Opportunities for growth without changing branches—building deeper relationships and expanding your expertise from your current location

Location: 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 communities succeed through a broad range of advice, products, and 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, accessible environment. If you require accommodations during the recruitment process (e.g., accessible interview site, alternative formats, ASL Interpreter, Assistive Technology), please inform our Recruitment team. For technical assistance, click here. Candidates must apply online. We appreciate all applicants' interest; only those selected for interviews will be contacted.