Banking Advisor Trainee- Windfields Branch

2 weeks ago

Oshawa, Canada Scotiabank Full time

Requisition ID: 208424 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 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 : Ontario : Oshawa 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.

  • Personal Banking Advisor

    7 days ago

    Oshawa, Canada BMO Full time

    A financial services institution in Oshawa seeks a Customer Service Representative to enhance client relationships and deliver tailored banking solutions. The ideal candidate will have 1-2 years of customer service experience, a passion for meeting customer needs, and the ability to collaborate effectively in a team. Responsibilities include advising clients...

  • Financial Advisor

    2 days ago

    Oshawa, Canada Royal Bank of Canada Full time

    **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events....

  • Client Advisor

    11 hours ago

    Oshawa, 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, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Financial Advisor

    1 week ago

    Oshawa, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 245311 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...

  • Branch Manager

    2 weeks ago

    Oshawa, Canada BMO Financial Group Full time

    419 King Street West Oshawa Ontario,L1J 2K5 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies...

  • Business Banking Advisor

    1 week ago

    Oshawa, Canada Scotiabank Full time

    Requisition ID: 226068 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Our Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide exceptional service throughout the...

  • Assistant Branch Operations Manager

    1 week ago

    Oshawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The RBC Dominion Securities Management team located in Oshawa is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor...

  • Financial Advisor

    1 week ago

    Oshawa, Canada Scotiabank Full time

    Select how often (in days) to receive an alert:Requisition ID: 245311Join 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...

  • Personal Banking Associte

    2 weeks ago

    Oshawa, Canada BMO Financial Group Full time

    206 Ritson Road North Oshawa Ontario,L1G 0B2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    2 weeks ago

    Oshawa, Canada BMO Financial Group Full time

    925 Taunton Rd East Oshawa Ontario,L1H 7K5 IFIC/CSC is required Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...