Financial Advisor Trainee

2 days ago

Brantford, Canada Scotiabank Full time

Requisition ID: 234895 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 : Brantford 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.

  • Trainee - Insurance Advisor

    4 days ago

    Brantford, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee.Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee at our Brantford, ON office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is...

  • Financial Advisor Associate

    4 days ago

    Brantford, Canada Brittain Group Financial Services Full time

    Financial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...

  • Financial Advisor Associate

    1 week ago

    Brantford, Canada Brittain Group Financial Services Full time

    We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. **Key Responsibilities** - Review client accounts, maintain account lists, and track client documentation - Work alongside...

  • Financial Advisor Ciro-mfd

    2 weeks ago

    Brantford, 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...

  • Finance Intern

    4 days ago

    Brantford, Ontario, Canada Independent Consultant Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is an on-site role for a Finance Trainee, located in Brantford, ON. The Finance Trainee will assist with financial reporting, budgeting, and forecasting. They will conduct financial analysis, prepare financial statements, and support audits. The role also entails collaboration with...

  • Relationship Manager, Commercial Financial Services

    1 week ago

    Brantford, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training....

  • Financial Administrative Officer

    2 days ago

    Brantford, Ontario, Canada Innovative Wealth Strategies Inc Full time

    An innovative Financial Advisor firm is looking for an efficient Administrative Officer for our growing organization. The Administrative Officer will be responsible for a variety of administrative tasks, including interacting with various financial organizations including Manulife, providing client support, helping with opening new accounts, drafting...

  • Insurance Advisor

    2 days ago

    Brantford, Canada Westland Insurance Ltd. Full time

    We’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 Brantford, ON. 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 career-minded...

  • Financial Services Associate

    2 weeks ago

    Brantford, 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 Planner, Scotia Financial Planning

    3 days ago

    Brantford, Canada Scotiabank Full time

       Requisition ID: 228312Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...