Investment Consultant

1 month ago


Taber, Canada Scotiabank Full time

Requisition ID: 205388

At Scotiabank, we are dedicated to fostering a winning team that is purpose-driven and results-oriented, all within an inclusive and high-performing culture.

Your Role:
As a Financial Advisor, you will play a crucial role in assisting our clients in shaping their financial futures. Our commitment to diversity and inclusion, along with a culture focused on performance, coaching, and development, opens up numerous opportunities for you to make a significant impact. You will help our 25 million customers achieve their financial goals.

Key Responsibilities:
As a vital member of the Canadian Banking Branch network, your focus will be on delivering exceptional service throughout the customer journey by:

  • Proactively identifying customer needs and listening attentively to their requests.
  • Providing valuable insights and expert advice to educate our clients.
  • Creating comprehensive financial plans using a holistic approach to assist clients in reaching their objectives.
  • Building and nurturing strong, long-lasting relationships.
  • Driving branch business growth by meeting individual and team sales targets while ensuring a positive customer experience.

Qualifications for Success:

  • A strong desire and capability to cultivate robust customer relationships and deliver outstanding service.
  • A proven track record of achieving and surpassing sales targets in a dynamic environment aligned with customer goals.
  • Ability to identify and address customer needs effectively.
  • Possession of a Mutual Funds license and actively pursuing the CIFP Diploma.

What We Offer:

  • An opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
  • A competitive compensation and benefits package.
  • A commitment to making a positive impact in our communities for both you and our clients.
  • Recognition and rewards for high performance, supported by leadership through meaningful development discussions that facilitate quicker advancement and internal training for your growth.
  • Clear and transparent criteria for career progression.
  • The ability to advance your career without needing to relocate, allowing you to deepen relationships and enhance your expertise.

At Scotiabank, we value the unique skills and experiences that each individual contributes to our organization. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment process, please inform our Recruitment team. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.


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