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Financial Services Professional

1 month ago


Duncan, Canada Scotiabank Full time

Requisition ID: 207829

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing expert advice and guidance to help our customers make informed decisions about their financial futures.

About the Role

Key Responsibilities:
• Develop and maintain strong relationships with customers to understand their financial needs and goals
• Provide expert advice and guidance on investment and retirement planning, as well as wealth management and financial planning
• Work closely with customers to develop comprehensive financial plans that meet their unique needs and goals
• Stay up-to-date on market trends and economic conditions to provide informed advice to customers
• Collaborate with other Scotiabank teams to provide a seamless customer experience

Requirements:
• Proven ability to build strong relationships with customers and provide exceptional customer service
• Strong knowledge of investment and retirement planning, as well as wealth management and financial planning
• Ability to stay up-to-date on market trends and economic conditions
• Strong communication and interpersonal skills
• Mutual Funds licence and working towards the CIFP Diploma

What We Offer:
• A competitive compensation and benefits package
• Opportunities for professional development and growth
• A collaborative and inclusive work environment
• Recognition and rewards for high-performance
• The chance to make a real difference in the lives of our customers

Location(s): Canada : British Columbia : Duncan

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 (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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.