Financial Planner/Licensed Financial Advisor

1 week ago


Barrie, Canada Scotiabank Full time

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

Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act.

While you must be an Indigenous person in order to submit your resume, participation is completely voluntary. Please use the definition below to make sure you’re eligible and open to self-identifying as Indigenous person:

Indigenous peoples include status, non-status First Nation, Métis and Inuit people. Only those Indigenous peoples residing in Canada should identify themselves as belonging to this designated group.

What you'll be doing:

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.

Responsibilities:
  • 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 and deliver excellence customer service.
  • You're self-directed, performance-oriented in your approach
  • Natural curiosity to uncover and solve for customers' needs to help them achieve their financial goals
  • Willingness to complete industry related courses needed for their role which Scotiabank will support your learning journey with tuition reimbursement and focused learning groups
  • Mutual Funds license and working towards the CIFP Diploma
What we’re offering:
  • The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Metis Scotiabankers and their allies.
  • A competitive compensation and benefits package which include:
    • $10,000 annually dedicated to your well-being.
    • Traditional Indigenous Practices Leave
    • Indigenous Employee Mentoring Program
    • Indigenous Employee Resource Group
  • 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. Enabling you to build deeper relationships and grow your expertise in the same chair.

Location(s): Canada : Ontario : Barrie || Canada : Ontario : Gravenhurst || Canada : Ontario : London (ON) || Canada : Ontario : Orillia || Canada : Ontario : Parry Sound

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 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.

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