Financial Advisor

4 weeks ago


Alliston, Canada Scotiabank Full time

Requisition ID: 210288

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 : Alliston

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.



  • Alliston, Ontario, Canada Scotiabank Full time

    About the RoleThe Financial Advisor and Investment Specialist is a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of their assigned portfolio of customers.This role requires establishing/deepening investment and...


  • Alliston, Canada Trillium Ford Alliston Full time

    **Trillium Ford Lincoln Ltd. at 4589 Industrial Parkway, Alliston** is hiring a full-time Financial Services Advisor - Job 922 Strong communication and negotiation skills are required in order to maintain a clear and accurate understanding of the needs of our customers and employees. Experience working with Excel and Route One would be a definite...


  • Alliston, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Alliston, Ontario, Canada Scotiabank Full time

    About the RoleThe Financial Advisor, Investment & Retirement Planning will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of their assigned portfolio of customers.Key Responsibilities:Establish/deepen investment and primary banking relationships...


  • Alliston, Ontario, Canada Scotiabank Full time

    Requisition ID: 209343At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, Investment & Retirement Planning, you'll play a key role in contributing to the team's success by meeting/exceeding negotiated deposit and investment sales goals.About the RoleYou'll be responsible for establishing/deepening...


  • Alliston, Ontario, Canada Scotiabank Full time

    Estimated salary range: $60,000 - $100,000 per year.About the RoleWe are seeking a skilled Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.Your Key Responsibilities:Take a proactive approach to discovering...


  • Alliston, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Advisor, you will be responsible for managing a portfolio of customers and contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.Main Responsibilities:To establish/deepen investment and primary banking relationships with existing assigned customers as well as customers...


  • Alliston, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Wealth Strategist to join our team in Canada. As a Financial Advisor, Investment & Retirement Planning, you will be responsible for managing a portfolio of customers and contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish/deepen...


  • Alliston, Ontario, Canada Scotiabank Full time

    Ambitious individuals who are passionate about delivering exceptional financial advice and guidance are encouraged to apply for this role as a Financial Planner. In this position, you will work closely with clients to understand their financial goals and aspirations, and develop personalized investment plans to help them achieve success.Key responsibilities...


  • Alliston, Ontario, Canada Honda Canada Full time

    At Honda Canada, we're driven by a passion for innovation and a commitment to excellence. As a Fixed Asset Accountant Specialist, you'll play a key role in helping us achieve our financial goals.We're looking for a highly skilled and detail-oriented individual who can provide expert analysis and support to our teams. Your expertise will be essential in...


  • Alliston, Ontario, Canada Grant Thornton Full time

    About Grant ThorntonAt Grant Thornton, we're a professional services firm that's part of a global organization with offices in over 130 countries. Our mission is to help our clients, colleagues, and communities thrive.Job DescriptionWe're currently seeking a Co-op, Privately Held Business Group Winter 2025 candidate to join our team. As a member of our...


  • Alliston, Canada Alliston Volkswagen Full time

    **Job Summary** **Responsibilities**: - Oversee daily operations of the service department, ensuring high-quality service delivery. - Manage and train service staff, fostering a positive work environment that encourages teamwork and professional growth. - Develop and implement strategies for upselling services and products to enhance revenue. - Maintain...

  • General Manager

    6 months ago


    Alliston, Canada Sienna Senior Living Full time

    Join our compassionate and dynamic team as the General Manager at Sienna Senior Living, where we hold the privilege of serving Canada’s seniors with the utmost comfort, dignity, and respect. This pivotal role is the heart and soul of our community, presenting an extraordinary opportunity to lead with purpose and passion. As the General Manager and the most...