Senior Financial Advisor

2 months ago


Trail, Canada Scotiabank Full time

Requisition ID: 205467

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

What your role will be…
Senior 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:

  1. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
  2. Educating our customers, providing relevant insights and expert advice.
  3. Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals.
  4. Nurturing strong, long-standing relationships.
  5. 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…

  1. The appetite and drive to build strong customer relationships.
  2. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  3. The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals.
  4. A Mutual Funds licence and working towards your CIFP Diploma.

What we’re offering…

  1. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  2. A competitive compensation and benefits package.
  3. An organization committed to making a difference in our communities– for you and our customers.
  4. 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.
  5. You’ll receive clear, transparent criteria to progress in your career.
  6. 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 : Trail || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Castlegar || Canada : British Columbia : Cranbrook || Canada : British Columbia : Creston || Canada : British Columbia : Nelson

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their 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. Candidates must apply directly online to be considered for this role. 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.

#J-18808-Ljbffr

  • Trail, Canada Scotiabank Full time

    At Scotiabank, we're looking for a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to our customers, building strong relationships and delivering personalized financial solutions.Key Responsibilities:Take a proactive approach to understanding customer needs and...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in helping them achieve their financial goals.Key Responsibilities: Proactively discover customer needs and provide expert advice to help them make informed financial decisions Develop and implement...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Take a proactive approach to discovering customer needs and providing personalized...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in helping us achieve this goal.Key Responsibilities:Take a proactive approach to discovering customer needs and providing personalized financial solutions.Educate customers on relevant financial...


  • Trail, BC, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.Job SummaryWe are seeking a Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467 At Scotiabank, we're committed to helping our employees build their futures. Our inclusive and high-performing culture is designed to support your growth and development, with a focus on results-driven teamwork.Role OverviewAs a Senior Financial Advisor, you'll play a key role in providing exceptional service to our customers. Your...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities: Develop and implement personalized financial strategies for our customers Provide expert...


  • Trail, Canada Scotiabank Full time

       Requisition ID: 205467Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Senior 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...


  • Trail, Canada Scotiabank Full time

    **About Scotiabank**We are a leading financial services provider committed to making a difference in our communities.**Job Summary**We are seeking an experienced Senior Financial Advisor to join our team. This is an exciting opportunity to provide exceptional service to our customers and help them achieve their financial goals.**Key Responsibilities**As a...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities: Take a proactive approach to understanding customer needs and providing tailored...

  • Financial Advisor

    3 weeks ago


    Trail, Canada Scotiabank Full time

       Requisition ID: 210071Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Trail, Canada fortisBC Full time

    Job OverviewWe are seeking a Senior Financial Planning Specialist to join our team at FortisBC.Key ResponsibilitiesDevelop and implement financial plans for assigned operational groups, ensuring alignment with business objectives and strategic goals.Coordinate the development of operational unit budgets across multiple companies, working closely with...


  • Trail, Canada Regional District of Kootenay Boundary Full time

    Regional District of Kootenay Boundary is seeking a skilled Retrofit Program Coordinator to support the implementation of our low carbon resilient retrofit program. This 2-year contract position will focus on improving the energy efficiency, climate-resiliency, and climate preparedness of homes in the region.The successful candidate will work closely with...


  • Trail, Canada Regional District of Kootenay Boundary Full time

    Regional District of Kootenay Boundary is seeking a skilled professional to support the implementation of our low carbon resilient retrofit program. This 2-year contract position will focus on improving the energy efficiency, climate-resiliency, and climate preparedness of homes in the region.The successful candidate will work closely with the Senior Energy...


  • Trail, Canada Regional District of Kootenay Boundary Full time

    Regional District of Kootenay Boundary is seeking a skilled professional to support the implementation of our low carbon resilient retrofit program. This program focuses on improving the energy efficiency, climate-resiliency, and climate preparedness of homes in the region.The successful candidate will work closely with the Senior Energy Advisor to ensure...


  • Trail, Canada Regional District of Kootenay Boundary Full time

    Regional District of Kootenay Boundary is seeking a skilled Retrofit Program Coordinator to support the implementation of our low carbon resilient retrofit program.This is a 2-year contract position, designed to improve the energy efficiency, climate-resiliency, and climate preparedness of homes in the Regional District.The successful candidate will work...

  • Senior Cost Analyst

    6 days ago


    Trail, Canada fortisBC Full time

    Company OverviewFortisBC is a leading energy provider in British Columbia, delivering renewable energy to over 1.2 million customers. Our mission is to transform the province's energy landscape while maintaining a safe and inclusive culture.Salary: $53,100 per yearThis role offers a competitive salary and benefits package, supporting life-long career...


  • Trail, Canada fortisBC Full time

    FortisBC, a leading energy provider in British Columbia, is seeking an experienced Senior IT Infrastructure Analyst. As part of our diverse team, you will play a crucial role in supporting the development and maintenance of our IT infrastructure.This role requires strong analytical and problem-solving skills, as well as excellent communication and...


  • Trail, Canada FortisBC Full time

    About the RoleWe are seeking a highly skilled Senior IT Systems Expert to join our team at FortisBC. As a key member of our organization, you will play a crucial role in ensuring the smooth operation of our technology systems.About UsFortisBC is one of BC's Top Employers and has been delivering renewable energy, natural gas, electricity, and propane to over...


  • Trail, Canada Regional District of Kootenay Boundary Full time

    Regional District of Kootenay Boundary is seeking a skilled Retrofit Program Coordinator to support the implementation of our low carbon resilient retrofit program.The successful candidate will work closely with the Senior Energy Advisor to ensure the effective delivery of the program, focusing on improving the energy efficiency, climate-resiliency, and...