Financial Advisor

2 days ago

Peterborough, Ontario, Canada Scotiabank Full time

Requisition ID: 242197

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 : Peterborough

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Associate Financial Advisor

    6 days ago

    Peterborough, Ontario, Canada Matthews + Associates Full time

    Associate Financial AdvisorFull time, in office (with flexibility)Minimum requirement: 2+ years of relevant experience, registered or eligible for CIRO registrationConquest requirement: If applying at Level 3, you must have experience working in Conquest (plan inputs, scenario updates, meeting prep support), and have more than 3 years experience.About...

  • Financial Advisor CIRO-MFD

    5 days ago

    Peterborough, Ontario, 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...

  • Paraplanner/ Senior Financial Planner

    6 days ago

    Peterborough, Ontario, Canada Matthews + Associates Full time

    Paraplanner up to Senior Financial PlannerFull time, in office (with flexibility)Minimum requirement: 2 plus years of relevant experienceConquest requirement: If applying at Paraplanner Level 3 or Senior Financial Planner, you must have experience working in Conquest (plan inputs, scenario updates, meeting prep support).About Matthews + AssociatesMost wealth...

  • Field Tax Advisor

    1 week ago

    Peterborough, Ontario, Canada Farm Business Consultants Full time

    Overview:Job Title: Field Tax Advisor and PreparerDepartment: Operations, EastReports to: Tax Advisor SupervisorLocation: Peterborough, Ontario. Travel within region required.Employment Type: Full-time, PermanentThis is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in...

  • Field Tax Advisor

    6 days ago

    Peterborough, Ontario, Canada Farm Business Consultants Full time

    OverviewJob Title: Field Tax Advisor and PreparerDepartment: Operations, EastReports to: Tax Advisor SupervisorLocation: Peterborough, Ontario. Travel within region required.Employment Type: Full-time, PermanentThis is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in any...

  • Field Tax Advisor

    1 week ago

    Peterborough, Ontario, Canada Farm Business Consultants Full time

    Overview Job Title: Field Tax Advisor and PreparerDepartment: Operations, EastReports to: Tax Advisor SupervisorLocation: Peterborough, Ontario. Travel within region required.Employment Type: Full-time, Permanent This is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel...

  • Regional Tax Advisor

    6 days ago

    Peterborough, Ontario, Canada FBC Farm and Small Business Tax Consultants Full time

    Job TitleRegional Tax AdvisorDepartmentOperations, EastReports toTax Advisor SupervisorLocationPeterborough, ON - travel within region required.Employment TypeFull-time, PermanentThis is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in any direction). If you prefer...

  • Field Tax Advisor

    1 week ago

    Peterborough, Ontario, Canada Farm Business Consultants Full time

    OverviewJob Title: Field Tax Advisor and PreparerDepartment: Operations, EastReports to: Tax Advisor SupervisorLocation: Peterborough, Ontario. Travel within region required.Employment Type: Full-time, PermanentThis is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in any...

  • Regional Tax Advisor

    5 days ago

    Peterborough, Ontario, Canada Farm Business Consultants Full time

    OverviewJob Title: Regional Tax AdvisorDepartment: Operations, EastReports to: Tax Advisor SupervisorLocation: Peterborough, ON - travel within region required.Employment Type: Full-time, PermanentThis is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in any direction)....

  • Client Advisor

    2 weeks ago

    Peterborough, Ontario, Canada RBC Full time

    Job Description*****Candidates must be mobile within the Peterborough and Lakefield Community*****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...