Financial Advisor

2 months ago

Charlottetown, Canada Scotiabank Full time

 

 

 

Requisition ID: 208515

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

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 : Prince Edward Island : Charlottetown 

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.

  • Sun Life Financial Advisor

    1 month ago

    Charlottetown, Prince Edward Island, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...

  • Financial Advisor

    2 months ago

    Charlottetown, Canada Scotiabank Full time

    Requisition ID: 208515 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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...

  • Automotive Service Advisor

    1 week ago

    Charlottetown, Prince Edward Island, Canada Canadian Tire Charlottetown Full time

    Canadian Tire Charlottetown is seeking a skilled Automotive Service Advisor to join our team. As an Automotive Service Advisor, you will be responsible for ensuring exceptional customer service and providing expert advice on vehicle maintenance and repairs.About the RoleThis is a permanent, full-time position that offers a competitive salary range of $60,000...

  • Financial Services Professional

    1 month ago

    Charlottetown, Prince Edward Island, Canada Scotiabank Full time

    At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Building strong relationships with clients to understand their financial needs and...

  • Financial Services Associate

    1 month ago

    Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading investment and wealth management firm that consistently delivers exceptional results. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities branch...

  • Financial Services Professional

    5 days ago

    Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    About this roleWe are seeking a highly skilled and organized professional to join our team as a Client Relationship Associate. As a key member of our wealth management team, you will play a critical role in building and maintaining strong relationships with our clients.Key responsibilitiesMaintain accurate and up-to-date client information and account...

  • Assistant Branch Manager Advisor

    4 days ago

    Charlottetown, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionSuccessful candidate must be mobile to our RBC locations across Prince Edward IslandWhat is the opportunity?As an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an...

  • Investment Advisor

    1 month ago

    Charlottetown, Canada Royal Bank of Canada> Full time

    Job 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...

  • Small Business Advisor, Sherwood, Prince Edward

    2 months ago

    Charlottetown, Canada Scotiabank Full time

    Requisition ID: 201183 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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, the focus is to provide exceptional...

  • Investment Advisor

    1 month ago

    Charlottetown, Canada RBC - Royal Bank Full time

    Job 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 need for...

  • Digital Sales Advisor

    2 months ago

    Charlottetown, Canada Westland Insurance Ltd. Full time

    We’re searching for a Digital Sales Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Digital Sales Advisor for our Charlottetown, PEI office. 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...

  • Digital Sales Advisor

    2 months ago

    Charlottetown, Canada Westland Insurance Full time

    Charlottetown, PE, 57 Queen St, Charlottetown, Prince Edward Island, Canada Req #3477 Wednesday, October 2, 2024 We're searching for a Digital Sales Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Digital Sales Advisor for our Charlottetown, PEI office. Do you love to talk about insurance and...

  • Client Advisor Intern

    3 days ago

    Charlottetown, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to...

  • Strategic Wealth Advisor

    2 weeks ago

    Charlottetown, Prince Edward Island, Canada Scotiabank Full time

    Overview of the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Picton, Ontario. This is an exciting opportunity for a self-driven professional to work with high net worth clients, providing personalized investment advice and guidance to help them achieve their financial goals.

  • Investment Advisor

    4 weeks ago

    Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Wealth Management Professional at RBCAs a Financial Planning and Wealth Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be...

  • Wealth Management Professional

    3 weeks ago

    Charlottetown, Prince Edward Island, Canada RBC Dominion Securities Inc. Full time

    About the JobAs an Investment Advisor at RBC Dominion Securities Inc., you will have the opportunity to help clients reach their financial goals while building a successful career.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement personalized investment plans to help...

  • Career Opportunity for Ambitious Professionals

    7 days ago

    Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Grow Your Business with RBCRoyal Bank of Canada is a leading financial institution that offers unparalleled opportunities for ambitious professionals to build their careers and lives.About the RoleWe are seeking an experienced Investment Advisor who can help our clients reach their goals while also growing their own business. As an Investment Advisor at RBC...

  • Investment Advisor

    4 weeks ago

    Charlottetown, Prince Edward Island, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Wealth Management Professional at RBCAs a Financial Planning and Wealth Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. You will be part of a team that is dedicated to providing...

  • Investment Advisor

    4 weeks ago

    Charlottetown, Prince Edward Island, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business with RBCAs a Financial Planning and Wealth Management Expert at RBC Dominion Securities Inc., you will help your clients achieve their financial goals while building a successful career with our company.What You Do Best:You have excellent communication and problem-solving skills to build and maintain strong client...

  • Business Development Professional

    2 weeks ago

    Charlottetown, Prince Edward Island, Canada Scotiabank Full time

    Role OverviewAs a Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. This includes taking a proactive approach to discovering customer needs, educating customers on relevant insights and expert advice, and building comprehensive plans to help them achieve their goals.Key ResponsibilitiesProactively...