Financial Advisor

2 weeks ago


Montréal, Canada Scotiabank Full time

Requisition ID: 166040

Join the Global Community of Scotiabankers to help customers become better off.

Financial Advisor - West Island

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 Financial Advisors (West Island) are customer-centric and able to connect with people in a relatable way. A Financial Advisor is 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. (West Island)
- 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 : Quebec : Cote Saint-Luc || Canada : Quebec : Kirkland || Canada : Quebec : Lasalle || Canada : Quebec : Pointe-claire || Canada : Quebec : Vaudreuil-dorion

**How do I apply?**

**Please complete the survey within 24 hours of receiving the invitation.**

The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits. We hope you find the information useful for your own personal development and growth.

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


  • Financial Advisor

    4 days ago


    Montréal, Canada Alba Inc Full time

    Financial Advisor Job type Full-time Shift & schedule Monday to Friday Qualifications Mandarin (required) Full Job Description: About the Role: The Financial Advisor will be responsible for communicating directly with clients regarding their investments and general inquiries, maintaining current knowledge of investment markets, practices and trends and...

  • Financial Advisor

    1 week ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 154829 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Financial Advisor/ Pointe-aux-Trembles, QC **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...

  • Financial Advisor

    2 weeks ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 148555 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: Financial Advisor/ Laval & North District in Quebec **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...


  • Montréal, Canada VIA Rail Canada Full time

    Reference Number : 557 Status : Permanent - Full-time Annual Salary / Hourly Rate : $77 112 - $95 256 Number of positions to be filled : 1 Application Deadline : 01/31/2025 Did you know that VIA Rail is carrying out ambitious projects to modernize its services and infrastructure? From our new ultramodern train fleet to ongoing improvement of our...

  • Financial Advisor

    2 weeks ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 152258 Join the Global Community of Scotiabankers to help customers become better off. **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...


  • Montréal, QC, Canada National Bank Full time

    A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...


  • Montréal, 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

    9 hours ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 153046 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor - 37.5 hours/ Permanent Full-time role/ Sherbrooke & Harvard, Montreal, QC As an Financial Advisor (Sherbrooke & Harvard, Montreal, QC) you are customer-centric and able to connect with people in a relatable way. As...


  • Montréal, Canada Desjardins Full time

    As a financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You advise and assist clients and partners as part of intervention and development initiatives. You propose solutions to improve or optimize standards, procedures, controls and...


  • Montréal, Canada Desjardins Full time

    Temporary position for 14 months. As a financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You advise and assist clients and partners as part of intervention and development initiatives. You propose solutions to improve or optimize...