Banking Advisor Trainee

6 months ago

Stratford, Canada Scotiabank Full time

Requisition ID: 192955

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

**About the role**:
**What your role will be**
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:

- 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
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- To uncover and solve for customers’ needs
- Mutual Funds licence and working towards the CIFP Diploma

**What we’re offering**
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive compensation and benefits package.
- 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.
- 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 : Ontario : Stratford

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.

  • Financial Advisor

    2 months ago

    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Agriculture Specialist, Canadian Business Banking

    7 months ago

    Stratford, Canada Scotiabank Full time

    Requisition ID: 181127 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Agriculture Specialist, Canadian Business Banking** This role contributes to the overall success of the Agricultural segment of the Business Banking department(s) in Canada ensuring specific individual goals, plans and...

  • Commercial Banking Agricultural Analyst Intern

    4 months ago

    Stratford, Canada Scotiabank Full time

    Requisition ID: 206280 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Who Are We?** Scotiabank’s Commercial Banking professionals are committed to delivering advice. You will be a trusted business advisor offering a full suite of customized lending, deposit, cash management, and trade finance...

  • Personal Banking Specialist

    6 months ago

    Stratford, Canada Libro Credit Union Full time

    Career Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper....

  • Commercial Banking Agricultural Analyst Intern

    3 months ago

    Stratford, Canada Scotiabank Full time

    Requisition ID: 206280 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Commercial Banking Agricultural Analyst Co-op Start Date: January 6th Location: Stratford, ON Application Deadline: 10/18/2024 There's no better way to kickstart your career than to join Scotiabank! You will have the opportunity...

  • Mortgage Advisor

    6 months ago

    Stratford, Canada Scotiabank Full time

    Requisition ID: 189497 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Executive Assistant

    6 months ago

    Stratford, Canada Vancea Financial Group Full time

    We are actively seeking an individual who possesses excellent attention to detail, proficient computer skills, and relevant work experience in the mutual fund, insurance, banking, or investment industry. The primary responsibilities for this role include efficiently managing advisor calendars, preparing advisor files for appointments, and executing all...

  • Career Advancement Opportunities in Wealth Management

    2 weeks ago

    Stratford, Ontario, Canada Royal Bank of Canada Full time

    Wealth Management Career OpportunitiesIn a career as an Investment Advisor with Royal Bank of Canada, you have the chance to make a significant impact on your clients' financial lives while growing your own business. With our comprehensive resources and guidance, you can create customized portfolios and wealth plans that meet the complex needs of...

  • Investment Advisor

    4 weeks ago

    Stratford South, Canada RBC Full time

    Job Summary Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Investment Advisor

    4 weeks ago

    Stratford South, Canada RBC Full time

    Job SummaryJob Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Financial Advisor, Portfolio Specialist

    3 weeks ago

    Stratford, Ontario, Canada Royal Bank of Canada Full time

    About the OpportunityWe are seeking a skilled Financial Planner to join our team in Listowel, Arthur and Drayton, ON. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our array of investment and...

  • Assistant Branch Manager

    3 months ago

    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital...