Financial Advisor Trainee

2 weeks ago

Val Caron, Canada Scotiabank Full time

Requisition ID: 159120 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 : val Caron 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.

  • Financial Security Advisor

    13 hours ago

    Val-d'Or, Canada Desjardins Full time

    Join to apply for the Financial Security Advisor role at Desjardins Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec. Responsibilities Work as a team as you...

  • Financial Advisor

    2 weeks ago

    Val-d'Or, Quebec, 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 and...

  • Financial Advisor

    1 day ago

    Val-d'Or, 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...

  • Financial Advisor

    2 weeks ago

    Val-d'Or, 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...

  • Financial security advisor, Life and health insurance

    4 days ago

    Val-d'Or, Quebec, Canada Desjardins Full time

    As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...

  • Life & Health Insurance Advisor

    13 hours ago

    Val-d'Or, Canada Desjardins Full time

    A leading financial services firm is seeking a Financial Security Advisor in Val-d'Or, Quebec. This role involves selling insurance products, assessing client satisfaction, and establishing strong relationships with referral sources. Applicants must demonstrate a strong knowledge of French and have a valid driver's license. The firm offers a competitive...

  • Wealth Management Advisor

    6 days ago

    Val-d'Or, Canada Desjardins Full time

    As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...

  • Financial services Agent, Clientele

    1 week ago

    Val-d'Or, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site.As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and...

  • Expert Banking Advisor- EN

    13 hours ago

    Val-d'Or, Canada RBC Full time

    Financial Advisor – EN Join RBC as a Financial Advisor and help high‑value personal and small business clients achieve their financial goals. You will provide proactive, professional advice across everyday banking, investments and credit, delivering a robust Advice Experience for complex personal and business needs. What will you do? Consistently...

  • Residential Financial Specialist

    13 hours ago

    Val-d'Or, Canada National Bank of Canada Full time

    Join to apply for the Residential Financial Specialist role at National Bank of Canada1 week ago Be among the first 25 applicantsJoin to apply for the Residential Financial Specialist role at National Bank of CanadaA career as Residential Financial specialistis about being partof the transformation and having a direct impact on the customer. As a Residential...