Financial Advisor
4 months ago
Requisition ID: 204095
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 : British Columbia : Kamloops
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.
-
Commercial Analyst
4 weeks ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are seeking a Commercial Analyst to support our commercial sales team at Envision Financial.The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two years in this role and once required skill and...
-
Sun Life Financial Advisor
3 weeks ago
Kamloops, British Columbia, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.With our innovative 'level commission'...
-
Sun Life Financial Advisor
4 weeks ago
Kamloops, British Columbia, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.With our innovative 'level commission'...
-
Sun Life Financial Advisor
4 weeks ago
Kamloops, British Columbia, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.With our innovative 'level commission'...
-
Investment Advisor
4 weeks ago
Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion SecuritiesAre you a self-motivated individual with a passion for financial planning and portfolio management? Do you thrive in a dynamic and collaborative environment where you can build close relationships with clients and help them achieve their life goals?We are seeking a talented Investment...
-
Banking Advisor
4 weeks ago
Kamloops, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will be responsible for establishing a strong client base by identifying and pursuing sales opportunities, building relationships, and providing exceptional customer service.Key ResponsibilitiesProactively engage with clients to...
-
Financial Advisor, Investment
6 months ago
Kamloops, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for ...
-
Business Banking Support Specialist
4 weeks ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are seeking a highly skilled Commercial Services Advisor to provide day-to-day assistance and support to our commercial and business banking sales team.The ideal candidate will have a strong background in lending and securities administration, with excellent interpersonal and organizational skills.Responsibilities will include:Assisting with financial...
-
Insurance Advisor
5 months ago
Kamloops, Canada Westland Insurance Full timeInsurance Advisor Kamloops (Hillside Drive), BC, 1415 Hillside Drive #26, Kamloops, British Columbia, Canada Req #3018 Monday, June 10, 2024 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 Kamloops , BC in...
-
Client Advisor
4 weeks ago
Kamloops, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and client-focused Client Advisor to join our team at Royal Bank of Canada. As a Client Advisor, you will play a key role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized advice...
-
Commercial Banking Support Specialist
1 week ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are seeking a highly skilled Commercial Services Advisor to provide critical support to our commercial and business banking sales team.Key responsibilities will include:Assisting with financial analysis, collections, and reporting to ensure timely and accurate completion.Providing exceptional customer service and support to members, including responding...
-
Senior Insurance Advisor
5 months ago
Kamloops, Canada Westland Insurance Full timeSenior Insurance Advisor Kamloops (City View Centre), BC, 1801 Princeton-Kamloops Hwy #605, Kamloops, British Columbia, Canada Req #3019 Monday, June 10, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance...
-
Financial Services Professional
4 weeks ago
Kamloops, British Columbia, Canada Scotiabank Full timeRequisition ID: 208279At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a key role in providing exceptional service to our customers, helping them achieve their financial goals.Key Responsibilities:* Proactively discover customer needs and provide expert advice* Build strong,...
-
Senior Investment Advisor
2 days ago
Kamloops, British Columbia, Canada Scotiabank Full timeCompensation and BenefitsWe offer a competitive salary range of $60,000 - $100,000 per year, depending on experience, plus benefits and bonuses based on performance.About the RoleIn this exciting position as a Senior Investment Advisor, you will be responsible for developing and deepening client relationships by providing high-quality advice and service...
-
Commercial Banking Specialist
4 weeks ago
Kamloops, British Columbia, Canada Envision Financial Full timeWe are seeking a Commercial Banking Specialist to support our commercial sales team at Envision Financial.The Commercial Banking Specialist is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two years in this role and once...
-
Financial Services Professional
4 weeks ago
Kamloops, British Columbia, Canada Scotiabank Full timeRequisition ID: 208279At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the roleKey responsibilities: Proactively discover customer needs and provide tailored solutions Educate...
-
Financial Services Specialist
4 weeks ago
Kamloops, British Columbia, Canada Scotiabank Full timeRequisition ID: 208279At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the roleKey responsibilities: Proactively discover customer needs and provide relevant insights and expert...
-
Commercial Analyst
4 weeks ago
Kamloops, Canada Envision Financial Full timeWe are currently seeking a Commercial Analyst to join our team at our Kamloops Valley First branch. The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two (2) years in this role and once required skill...
-
Client Advisor
4 weeks ago
Kamloops, British Columbia, Canada RBC - Royal Bank Full timeJob SummaryWe are seeking a highly motivated and client-focused professional to join our team as a Client Advisor. In this role, you will be responsible for delivering exceptional client experiences and driving sales growth through proactive engagement and relationship-building.Key ResponsibilitiesProactively engage with clients to understand their banking...
-
Financial Services Professional
3 weeks ago
Kamloops, British Columbia, Canada Scotiabank Full timeRequisition ID: 208279At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our clients.About the RoleKey Responsibilities:• Proactively discover customer needs and provide tailored advice and solutions•...