Financial advisor Jobs in Kelowna, BC

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

What were offering

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

Employment Type : Advisor

Experience : years

Vacancy : 1