Indigenous Financial Advisor

6 days ago


Barrie, Ontario, Canada Scotiabank Full time

About Scotiabank

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.

Our Commitment to Diversity and Inclusion

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.

About the Role

We are seeking a Financial Advisor to join our team, focusing on serving Indigenous communities. As a Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering against individual and team sales goals.

Key Responsibilities

  • Take a proactive approach to discovering customer needs, listening to understand what they are asking for
  • Educate customers, providing relevant insights and expert advice
  • Build comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurture strong, long-standing relationships
  • Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience

Requirements

  • The appetite and drive to build strong customer relationships and deliver excellent customer service
  • You're self-directed, performance-oriented in your approach
  • Natural curiosity to uncover and solve for customers' needs to help them achieve their financial goals
  • Willingness to complete industry-related courses needed for your role, which Scotiabank will support with tuition reimbursement and focused learning groups
  • Mutual Funds license and working towards the CIFP Diploma

What We're Offering

  • A competitive compensation and benefits package, including:
  • $10,000 annually dedicated to your well-being
  • Traditional Indigenous Practices Leave
  • Indigenous Employee Mentoring Program
  • Indigenous Employee Resource Group

Why Join Scotiabank?

You'll be part of a diverse and inclusive organization, committed to making a difference in our communities. You'll have opportunities for growth and development, with clear, transparent criteria to progress in your career. You'll be supported by leadership through meaningful development conversations and internal training to support your growth and development.



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