Talent.com
Financial Advisor Orchard Place, Kelowna, BC
Financial Advisor Orchard Place, Kelowna, BCScotiabank Global Site • Kelowna, British Columbia, Canada
No longer accepting applications
Financial Advisor Orchard Place, Kelowna, BC

Financial Advisor Orchard Place, Kelowna, BC

Scotiabank Global Site • Kelowna, British Columbia, Canada
30+ days ago
Job type
  • Full-time
Job description

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
Employment Type : Advisor
Experience: years
Vacancy: 1
Create a job alert for this search

Financial Advisor Orchard Place Kelowna BC • Kelowna, British Columbia, Canada

Similar jobs
Loan Consultant & Financial Solutions Advisor

Loan Consultant & Financial Solutions Advisor

Fairstone Financial Inc. • Vernon
Full-time
A leading Canadian lender is seeking a Loan Consultant in Vernon, BC.The role involves actively promoting loan products, managing the sales process, and building strong customer relationships in a ...Show more
Last updated: 30+ days ago • Promoted
Finance Private Tutoring Jobs Armstrong (BC)

Finance Private Tutoring Jobs Armstrong (BC)

Superprof • Armstrong (BC), Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Finance Private Tutoring Jobs Coldstream

Finance Private Tutoring Jobs Coldstream

Superprof • Coldstream, Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Growth-Driven Banking Advisor | Client Impact & Advisory

Growth-Driven Banking Advisor | Client Impact & Advisory

National Bank of Canada • Kelowna
Full-time
A major financial institution in Kelowna is seeking a Banking Advisor to enhance client experiences through personalized services.This role includes advising clients on various financial products a...Show more
Last updated: 2 days ago • Promoted
Aquaculture & Petfeed Commodity Trader

Aquaculture & Petfeed Commodity Trader

Redstone Search Group • kelowna, BC, ca
Full-time
Redstone Commodity Search is a leading search firm offering 360° talent solutions across the global commodities markets.We provide unparalleled access to professionals across trading houses, produc...Show more
Last updated: 11 days ago • Promoted
Occupational Health and Safety Advisor - kelowna

Occupational Health and Safety Advisor - kelowna

HR Covered Inc. • kelowna, bc, ca
Full-time
Position: Occupational Health & Safety Advisor.Status: Full-time, Remote (Ontario) | Occasional On-Site Client Visits Required.Compensation: $80,000-$100,000 Salary + Quarterly Bonus + Health Benef...Show more
Last updated: 7 days ago • Promoted
Accepting RFPs: Coastal Restoration Expenditures - WWF-Canada

Accepting RFPs: Coastal Restoration Expenditures - WWF-Canada

WWF-Canada • kelowna, bc, ca
Full-time
WORLD WILDLIFE FUND CANADA: REQUEST FOR PROPOSAL - TERMS OF REFERENCE.Seeking expertise in public sector finance to undertake research, develop a written report and supporting excel reference table...Show more
Last updated: 7 days ago • Promoted
Coordinator, Advocacy - kelowna

Coordinator, Advocacy - kelowna

Cystic Fibrosis Canada / Fibrose kystique Canada • kelowna, bc, ca
Full-time +1
Full-Time - 12-month contract – Existing position.Anywhere in Canada, preference for Quebec, Toronto or Calgary.Hybrid or remote depends on location.We are committed to a human-centered recruitment...Show more
Last updated: 21 days ago • Promoted
Senior Life Underwriter - kelowna

Senior Life Underwriter - kelowna

Empire Life • kelowna, bc, ca
Full-time +2
Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed-t...Show more
Last updated: 30+ days ago • Promoted
Corporate Travel Consultant - kelowna

Corporate Travel Consultant - kelowna

Travel Industry Personnel • kelowna, bc, ca
Part-time
Corporate Travel Advisor (Remote – anywhere within Canada).Remote but must reside within Canada.Schedule: Part-time hours flexible schedule.Sabre GDS Experience (Mandatory).We are partnering with a...Show more
Last updated: 7 days ago • Promoted
Vineyard Foreman, Central

Vineyard Foreman, Central

Frind Estate Winery • kelowna, bc, ca
Full-time
We are seeking a detail-oriented, hands-on Vineyard Foreman for the Central Okanagan, with multi-season expertise, who will be responsible for the day-to-day operation of approximately 200 acres of...Show more
Last updated: 13 days ago • Promoted
Financial Advisor - CIRO-ID (Urban)

Financial Advisor - CIRO-ID (Urban)

Canadian Imperial Bank of Commerce • Kelowna
Full-time
Client engagement -** Focus on each client experience and connect on a personal level to make every interaction meaningful.Provide tailored advice and solutions in all areas of financial planning i...Show more
Last updated: 9 days ago • Promoted
Home Financing Advisor - BC Interior & Okanagan Region

Home Financing Advisor - BC Interior & Okanagan Region

Scotiabank • Kelowna
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purposed driven, winning sales team, anchored by an incl...Show more
Last updated: 30+ days ago • Promoted
Bilingual Senior Life Underwriter - kelowna

Bilingual Senior Life Underwriter - kelowna

Empire Life • kelowna, bc, ca
Full-time +2
Bilingual Senior Life Underwriter.Location: Any Canadian Location, CA.Empire Life is looking to hire a Senior Bilingual Underwriter to join our Retail Underwriting team! We are actively seeking can...Show more
Last updated: 30+ days ago • Promoted
Wealth Advisor Kelowna, BC

Wealth Advisor Kelowna, BC

Nicola Wealth Management Ltd. • Kelowna
Full-time
We have a lot to be proud of at Nicola Wealth.Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our...Show more
Last updated: 30+ days ago • Promoted
Accepting RFPs: Coastal Restoration Expenditures - kelowna

Accepting RFPs: Coastal Restoration Expenditures - kelowna

WWF-Canada • kelowna, bc, ca
Full-time
WORLD WILDLIFE FUND CANADA: REQUEST FOR PROPOSAL - TERMS OF REFERENCE.Seeking expertise in public sector finance to undertake research, develop a written report and supporting excel reference table...Show more
Last updated: 7 days ago • Promoted
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life Financial • Kelowna
Full-time +1
SUN LIFE FINANCIAL ADVISOR page is loaded.Apply locations Kelowna, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034431.You are as unique as your backgroun...Show more
Last updated: 30+ days ago • Promoted
Coordinator, Advocacy - Cystic Fibrosis Canada / Fibrose kystique Canada

Coordinator, Advocacy - Cystic Fibrosis Canada / Fibrose kystique Canada

Cystic Fibrosis Canada / Fibrose kystique Canada • kelowna, bc, ca
Full-time +1
Full-Time - 12-month contract – Existing position.Anywhere in Canada, preference for Quebec, Toronto or Calgary.Hybrid or remote depends on location.We are committed to a human-centered recruitment...Show more
Last updated: 21 days ago • Promoted