Senior Financial Advisor

2 weeks ago


Courtenay, British Columbia, Canada Scotiabank Full time
About the Role

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.

You help make the futures of our 25 million customers happen. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:

  1. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
  2. Educating our customers, providing relevant insights and expert advice
  3. Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
  4. Nurturing strong, long-standing relationships
  5. 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
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
  • The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals
  • A Mutual Funds licence and completed CIFP Diploma
Compensation and Benefits

We offer a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as opportunities for bonuses and career growth. Additionally, you'll enjoy a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

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.



  • Courtenay, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Senior Financial Advisor to join our team at Scotiabank.Key Responsibilities:Evaluate customer needs and provide expert advice on financial strategies.Develop comprehensive plans to help customers achieve their goals.Nurture long-standing relationships with customers and grow the branch business.Requirements:A Mutual...

  • Financial Advisor

    2 weeks ago


    Courtenay, British Columbia, Canada Scotiabank Full time

    About the RoleAt Scotiabank, we are seeking a skilled Senior Financial Advisor to join our team in Courtenay, British Columbia.Key ResponsibilitiesTaking a proactive approach to understanding customer needs and delivering tailored solutions.Educating customers on relevant financial strategies and expert advice.Building comprehensive plans to help customers...


  • Courtenay, British Columbia, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly motivated and experienced Business Development Financial Advisor to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with high-value small business clients, providing them with tailored financial advice to meet their needs.In this role,...


  • Courtenay, British Columbia, Canada Scotiabank Full time

    Requisition ID: 209823As a key member of our team, you will be responsible for providing exceptional service to our customers by proactively understanding their needs, educating them on relevant insights, and developing personalized financial strategies to help them achieve their goals.About the roleKey Responsibilities:• Developing strong customer...


  • Courtenay, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a talented Financial Advisor to join our team in Courtenay, Canada. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional customer service and building long-standing relationships with our clients.Job DescriptionAs a Financial Advisor, your primary focus will be on delivering...


  • Courtenay, British Columbia, Canada Team Wireless Ltd DBA Bell Full time

    Job TitleSenior Accounting ProfessionalAbout the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Team Wireless Ltd DBA Bell. In this role, you will be responsible for managing balance sheets and profit/loss statements, planning, setting up and administering accounting systems, preparing financial information for...


  • Courtenay, British Columbia, Canada Sussex Insurance Agency (Crest Plaza) Inc. Full time

    About the RoleWe are seeking a highly skilled and organized Senior Accounting Clerk to join our team at Sussex Insurance Agency (Crest Plaza) Inc. This is a full-time position requiring 40 hours of work per week.Job SummaryThe ideal candidate will have a solid understanding of bookkeeping principles and be able to maintain accurate financial records....


  • Courtenay, British Columbia, Canada Team Wireless Ltd DBA Bell Full time

    Company Overview:At Team Wireless Ltd DBA Bell, we are seeking an experienced Accountant / Audit & Accounts Senior to join our team. As a key member of our accounting department, you will be responsible for managing financial records, preparing financial statements, and ensuring the accuracy and integrity of our financial reporting.Salary: $65,000 - $85,000...


  • Courtenay, British Columbia, Canada RBC Full time

    We are proud of our collaborative and supportive culture that enables success at every level, empowering us to help clients achieve their financial goals.The RBC Dominion Securities branch in Courtenay, BC seeks a resourceful, empathetic, and collaborative individual to join our leading wealth management firm as a Marketing Associate.By providing exceptional...

  • Senior Accountant

    3 weeks ago


    Courtenay, British Columbia, Canada MNP Full time

    About MNP">MNP is a leading national accounting, tax and business advisory firm in Canada. We provide business strategies and solutions to our clients. ">Salary Range: $60,000 - $80,000 per year ">About the Role">We are currently seeking a Senior Accountant - Assurance and Accounting to join our team. In this role, you will be responsible for developing...


  • Courtenay, British Columbia, Canada North Island College Full time

    Job SummaryThe Executive Operations Manager is responsible for the management and efficient operation of the executive office at North Island College. This role acts as an advisor to the Leadership Team and provides effective management, direction, research, and recommendations to support the team's goals and objectives.Key Responsibilities- Oversee and...

  • Senior Manager

    3 months ago


    Courtenay, British Columbia, Canada beBee Professionals Full time $80,000 - $120,000

    General Manager Job DescriptionWe are seeking a seasoned General Manager to lead our team in Courtenay, Canada. As a key member of our organization, you will be responsible for driving business growth, ensuring operational efficiency, and fostering a culture of excellence.Key Responsibilities:Develop and implement strategic business plans to achieve...


  • Courtenay, British Columbia, Canada Royal Bank of Canada> Full time

    Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, empathetic, and collaborative individual to join our...


  • Courtenay, British Columbia, Canada MNP Full time

    Company OverviewMNP is a leading national accounting, tax and business advisory firm in Canada.We are entrepreneurial to our core, with a talented team of professionals who transform mid-market business practices.Job DescriptionThis role involves developing technical skills in areas such as compilations, reviews, audits, bookkeeping and tax.You will set-up...


  • Courtenay, British Columbia, Canada North Island College Full time

    We are seeking an experienced and highly skilled Administrative Assistant to join our team at North Island College. This is a fantastic opportunity for someone who enjoys working in a dynamic environment and is passionate about providing exceptional administrative support.Job SummaryThe successful candidate will provide high-level administrative support to...


  • Courtenay, Canada Scotiabank Full time

       Requisition ID: 209823Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    2 weeks ago


    Courtenay, Canada Scotiabank Full time

    Requisition ID: 210314 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...


  • Courtenay, Canada BCAA Full time

    p>Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities, we...

  • Financial Advisor

    1 month ago


    Courtenay, Canada Scotiabank Full time

       Requisition ID: 210314Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Courtenay, Canada City of Courtenay Full time

    **City of Courtenay**: **Human Resources Advisor**: **The Opportunity** Reporting to the Senior Manager of Human Resources, the Human Resources Advisor is an integral member of Courtenay’s Human Resources team, delivering proactive HR expertise to departments across the organization. The incumbent in this position thrives in overseeing a diverse portfolio...


  • Courtenay, Canada City of Courtenay Full time

    **Competition Number**: 24117 **Job Title**: Human Resources Advisor **Department**: Corporate Services **Employment Type**: Full-Time Exempt **Salary**: Salary: $ 89,724 - $ 101,959 (Pay Band 5) **Posted Date**: November 28, 2024, 12:00 am **Closing Date**: January 5, 2025, 11:30 pm **Last Modified**: November 27, 2024, 4:15 pm **Posting**:...

  • Small Business Advisor

    6 months ago


    Courtenay, Canada Coastal Community Credit Union Full time

    **Position Type**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We need a **Small Business Advisor** to enhance the growth and profitability of our commercial deposit portfolios. If you are passionate about helping business...


  • Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0547- Position Information **Division** - VP, Students & Community Engagement**Department** - Office of the Registrar**Supervisor Title** - Registrar**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Regular**If Others, please specify** **Desired Start Date** -...


  • Courtenay, 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...


  • Courtenay, Canada Scotiabank Full time

    Title: Small Business Advisor - Courtenay BranchRequisition ID: 211152Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat 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,...


  • Courtenay, Canada Scotiabank Full time

    Requisition ID: 211152 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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, the focus is to provide exceptional...


  • Courtenay, Canada Scotiabank Full time

       Requisition ID: 211152Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat 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, the focus is to provide exceptional...


  • Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0542- Position Information **Division** - Human Resources & Organizational Development**Department** - Human Resources**Supervisor Title** - HR Advisor, HRIS & Employee Services**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please...


  • Courtenay, Canada North Island College Full time

    Position Summary Reporting to the HR Advisor, HRIS and Employee Services, the Human Resources Associate coordinates and executes all transactional employment changes within the Human Resources Department in coordination with the Senior Human Resources Associate. The Human Resources Associate responds efficiently and effectively to Human Resources enquiries,...


  • Courtenay, Canada North Island College Full time

    Posting Number **Posting Number** - SS0560- Position Information **Division** - Human Resources & Organizational Development**Department** - Human Resources**Supervisor Title** - HR Advisor, HRIS & Employee Services**Location** - Comox Valley(CV)**Posting Type** - Internal/External Posting**Position Status** - Temporary**If Others, please...

  • Banking Advisor Intern

    2 months ago


    Courtenay, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Apprentice Technician

    6 months ago


    Courtenay, Canada Steve Marshall Group Full time

    **COURTENAY NISSAN is looking for an Apprentice Technician to join our team in our busy dealership. As part of our team, you will learn, grow and thrive as we support your career development.** **Responsibilities**: - Tire changes - Oil changes - Mounting and Balancing Tires - Review all repairs with Service Advisor or Senior Mechanic - Follow all health...

  • Apprentice Technician

    6 months ago


    Courtenay, Canada Steve Marshall Group Full time

    **COURTENAY NISSAN is looking for an Apprentice Technician to join our team in our busy dealership. As part of our team, you will learn, grow and thrive as we support your career development.** **Responsibilities**: - Tire changes - Oil changes - Mounting and Balancing Tires - Review all repairs with Service Advisor or Senior Mechanic - Follow all health...

  • senior accountant

    1 month ago


    Courtenay, Canada Team Wireless Ltd DBA Bell Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsPrepare financial information for individuals, departments or companiesPrepare reports and audit findingsPrepare financial statements and reportsRecommend improvements to accounting systems and...

  • senior accountant

    1 month ago


    Courtenay, Canada Team Wireless Ltd DBA Bell Full time

    Education: Expérience: EducationBachelor's degreeTasksManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsPrepare financial information for individuals, departments or companiesPrepare reports and audit findingsPrepare financial statements and reportsRecommend improvements to accounting systems and management...