Financial Advisor
1 week ago
Requisition ID: 208515 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 : Prince Edward Island : Charlottetown 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.
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SUN LIFE FINANCIAL ADVISOR
1 week ago
Charlottetown, Canada Financière Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Insurance Advisor
2 weeks ago
Charlottetown, Canada Western Financial Group Full time**Proudly Canadian. Driven by Purpose. Rooted in Care.** Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. **Insurance Advisor...
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Charlottetown, Canada Scotiabank Full timeA leading bank in the Americas seeks a Senior Financial Advisor in Charlottetown, PE. The role focuses on building strong customer relationships and developing personalized financial strategies. Successful candidates will have a Mutual Funds license and a CIFP Diploma, with proven sales abilities. Competitive compensation and a focus on internal career...
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Charlottetown, Canada Scotiabank Full timeA leading bank in the Americas seeks a Senior Financial Advisor in Charlottetown, PE. The role focuses on building strong customer relationships and developing personalized financial strategies. Successful candidates will have a Mutual Funds license and a CIFP Diploma, with proven sales abilities. Competitive compensation and a focus on internal career...
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Senior Financial Advisor
2 weeks ago
Charlottetown, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Financial Advisor - Charlottetown, PE Requisition ID: 236119Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win together. With...
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Senior Financial Advisor
2 weeks ago
Charlottetown, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Financial Advisor - Charlottetown, PE Requisition ID: 236119 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win together. With...
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Financial Advisor
1 week ago
Charlottetown, Canada Next Level Group Full time**Responsibilities**: - Coordinate various Accounts Payable activities, including invoice posting, GRN management, payment preparation, supplier inquiries, supplier maintenance, and GL journal management. - Review Accounts Payable batches to ensure accuracy and appropriate coding, and request necessary corrections. - Collect Accounts Receivable and manage...
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Senior Financial Advisor
2 weeks ago
Charlottetown, Canada Scotiabank Full timeRequisition ID: 236119Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What 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 performance-oriented...
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Insurance Advisor
1 week ago
Charlottetown, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Charlottetown, PE location. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...
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Insurance Advisor
4 days ago
Charlottetown, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Charlottetown office in PEI. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...
