Financial Advisor, Investment
3 weeks ago
Requisition ID: 197010
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is 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
- Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
- Be highly engaged, educating customers, providing relevant insights and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners
What’s in it for you?
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities – for you and your customers
Location(s): Canada : British Columbia : Chilliwack
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.
-
Financial Advisor
4 weeks ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team at our Chilliwack City Envision Financial branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
-
Financial Advisor
2 days ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team at our Chilliwack City Envision Financial branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
-
Financial Advisor
3 weeks ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Full-Time Financial Advisor to join our team at our Chilliwack City Envision Branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
-
Financial Advisor
3 weeks ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time**Position Description** The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position...
-
Financial Advisor, Investment
1 month ago
Chilliwack, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Advisor, Investment & Retirement Planning - Chilliwack Branch Requisition ID: 197010Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment...
-
Financial Advisor, Investment
1 month ago
Chilliwack, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Advisor, Investment & Retirement Planning - Chilliwack Branch Requisition ID: 197010Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment...
-
Financial Advisor, Investment
1 month ago
Chilliwack, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Advisor, Investment & Retirement Planning - Chilliwack Branch Requisition ID: 197010Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment...
-
Financial Advisor, Investment
1 month ago
Chilliwack, Canada Scotiabank Full timeRequisition ID: 197010 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and...
-
Financial Advisor
4 days ago
Chilliwack, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Financial Advisor
3 weeks ago
CHILLIWACK, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Financial Advisor
2 months ago
CHILLIWACK, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Investment Advisor
2 months ago
Chilliwack, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
-
Investment Advisor
2 months ago
CHILLIWACK, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow your business, your way â with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youâve dreamed of starting your own business, but havenât had the training, support, and resources from a company like RBC. Here, youâll...
-
Investment Advisor
4 weeks ago
CHILLIWACK, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow your business, your way â with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youâve dreamed of starting your own business, but havenât had the training, support, and resources from a company like RBC. Here, youâll...
-
Investment Advisor
3 weeks ago
Chilliwack, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
-
Chilliwack, BC, Canada Scotiabank Full timeAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary...
-
Financial Advisor
4 weeks ago
Chilliwack, Canada Scotiabank Full timeFinancial Advisor - Chilliwack, BCRequisition ID: 198544Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be...Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and...
-
Financial Advisor
1 month ago
Chilliwack, Canada Scotiabank Full timeFinancial Advisor - Chilliwack, BCRequisition ID: 198544Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be...Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and...
-
Financial Advisor
1 week ago
Chilliwack, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Financial Advisor - Chilliwack, BC Requisition ID: 198544Join a...
-
Financial Advisor
2 months ago
Chilliwack, Canada First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team at our Chilliwack City Envision Financial branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
