Financial Advisor Orchard Place, Kelowna, BC
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 242637
Roynat Capital a wholly owned subsidiary of Scotiabank is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term subordinated debt as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions business expansions wealth monetization and working capital enhancement. With a national presence in Canada in major markets Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.
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 youll 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 customers 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 customers 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 customers stated goals
- To uncover and solve for customers needs
- Mutual Funds licence and working towards the CIFP Diploma
What were 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. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- Youll receive clear transparent criteria to progress in your career.
- You wont 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 : Kelowna
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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process please let us know. We will work with you to provide as seamless a recruitment experience as possible.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
