Current jobs related to Senior Financial Advisor - Kelowna - Scotiabank

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    {"title": "Senior Financial Advisor", "description": "Job SummaryAs a Senior Financial Advisor at MD Financial Management, you will play a key role in providing expert financial guidance to our clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and...

  • Sun Life Financial Advisor

    3 weeks ago

    Kelowna, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Sun Life Financial Full time

    Seeking a dynamic individual to join our team as a Sun Life Financial Advisor. As a successful advisor, you will build long-term relationships with clients, provide financial guidance, and help them plan for life's milestones. We offer a purpose-driven career with unlimited income potential, independence, and growth opportunities. Key responsibilities...

  • Member Advisor

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job Title: Member AdvisorWe are seeking a highly skilled and motivated Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and recommending products and services to meet those needs.Key Responsibilities:Provide...

  • Member Advisor

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job Title: Member AdvisorWe are seeking a highly skilled and motivated Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and recommending products and services to meet those needs.Key Responsibilities:Provide...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe are seeking a skilled Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to help them achieve their financial goals.Key Responsibilities:Provide front-line...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe are seeking a skilled Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to help them achieve their financial goals.Key Responsibilities:Provide front-line...

  • Member Advisor

    3 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently hiring Member Advisors to join our team in Kelowna, BC. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital...

  • Member Advisors

    2 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking Member Advisors to join our Valley First team in Kelowna, BC. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of...

  • Member Advisor

    4 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking a Member Advisor to join our team at our Rutland Valley First branch in Kelowna, BC. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Senior Financial Consultant

    2 months ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    Welcome to MD Financial Management, where we're committed to delivering exceptional financial advice to our clients. As a Senior Financial Consultant, you'll play a key role in championing a customer-focused culture, deepening client relationships, and leveraging broader financial relationships to ensure our clients' needs are met effectively.Key...

  • Senior Financial Consultant

    1 month ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    Welcome to MD Financial Management, where we're committed to delivering exceptional financial advice to our clients. As a Senior Financial Consultant, you'll play a key role in championing a customer-focused culture, deepening client relationships, and leveraging broader financial relationships to ensure our clients' needs are met effectively.Key...

  • Sun Life Financial Advisor

    1 month ago

    Kelowna, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...

Senior Financial Advisor

2 months ago

Kelowna, Canada Scotiabank Full time

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Kelowna.

Reporting to the Regional Manager, you will contribute to the overall success of the MD Client Value Performance in Canada, ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team’s business strategies and objectives. You will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

Is this role right for you? In this role you will:
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Facilitate a team approach by actively referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products.
  • Further your knowledge of advanced financial planning concepts including income tax, investment trends, and compliance with industry regulations.
  • Participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice and information concerning investment programs and related services.
  • Be flexible to travel, as required.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Pursue effective and efficient operations in accordance with Scotiabank’s Values and Code of Conduct.
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
  • Are inspired by doing the best for your clients and providing tailored and timely advice.
  • Use exceptional interpersonal skills to build rapport with and influence clients.
  • Quickly and clearly understand the client’s perspective, influencing your choice of strategies and products.
  • Are an outstanding communicator, actively listening and tailoring responses based on client understanding.
  • Are a rapid responder, prioritizing urgent client needs.
  • Take pride in personal development and enjoy learning new tools and techniques.
  • Embrace change and thrive in an ever-changing environment.
  • Enjoy the collaborative process and look forward to partnering with other team members.
  • Have a breadth and depth of core financial products and confidence in presenting this information to clients.
The Must Haves:
  • Minimum of 5 years’ experience providing financial advice within the financial services industry, coupled with a university degree in business, commerce, or financial planning, and hold the Certified Financial Planner (CFP) designation.
  • IIROC licensed as a Registered Representative (IIROC-RR), including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).
  • Life License (LLQP) and a willingness to complete other regulatory requirements.

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 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