Requisition ID: 85637
Join the Global Community of Scotiabankers to help customers become better off.
As a member of the branch sales team you are 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.
Leading with a financial planning approach, you will offer customized planning and advice focused on helping customers achieve their investment and retirement goals; recommending appropriate solutions and providing ongoing relationship management. Along with your own prospecting and customer relationship management activities you’ll also assist branch advisors in providing advice to customers with more complex investment and retirement planning needs to help increase the advisors’ knowledge, skills and confidence with Scotiabank’s deposit and investment solutions. In addition you will be responsible for acting on internal referrals from other team members and for identifying and transitioning customers with borrowing needs to the most appropriate Advisor in the branch.
You will contribute to the branch’s overall success by meeting negotiated personal sales and activity goals through the identification and fulfilment of customer needs as well as referrals to our small business, commercial and wealth management partners. Non-financial objectives include customer satisfaction, teamwork, meeting operational and compliance requirements, and pursuing personal development.
You are also responsible for contributing to a positive customer and employee experience by delivering efficient, straightforward and knowledgeable service throughout your daily interactions, fostering relationships of mutual trust, respect and confidence.
Develop and build trusted customer relationships with emphasis on providing advice relative to more complex investment and retirement planning strategies by:
Location(s): Canada : Alberta : Beaumont || Canada : Alberta : Edmonton || Canada : Alberta : Fort Saskatchewan || Canada : Alberta : Leduc || Canada : Alberta : Morinville || Canada : Alberta : Sherwood Park || Canada : Alberta : Spruce Grove || Canada : Alberta : St Albert || Canada : Alberta : Stony Plain
How do I apply?
As part of the application process for a Financial Advisor, Senior Financial Advisor, Small Business Advisor and/or Investment & Retirement Planning role within Retail Distribution with Scotiabank, we have partnered with Career Spark, a technology and behavioral science based online assessment company. After submitting your Scotiabank application, you will receive an invitation from our Recruitment Team to complete a 12-15-minute Career Spark survey. Kindly note the survey will be emailed to applicants and you may not receive the Career Spark survey invite immediately.
** Please complete the survey within 24 hours of receiving the invitation. **
The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits. We hope you find the information useful for your own personal development and growth.
As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.
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.