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Investments jobs in Richmond, BC

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    • Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
    • To uncover and solve for customers’ needs.
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
  • View similar jobs with this employer
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  • View similar jobs with this employer
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
    • Evaluate ad hoc investment opportunities, including private deals and non-traditional structures.
    • You are curious, adaptable, and interested in learning across…
    • Outstanding verbal and written communication skills, with the ability to clearly explain complex investment concepts to investors.
    • Deliver best‑in‑class customer service to every client—greeting, phones, inbox, scheduling, meeting prep, and paperwork—while moving cases forward with fund…
    • No corporate bloat—just people who know the business and move quickly.
    • You'll have full P&L ownership and the autonomy to build your book—with opportunity to…
    • Job Type: Full-time | 全職.
    • Prepare monthly, quarterly, and annual financial statements | 編製每月、每季及年度財務報表.
    • Lead month-end and year-end closing processes | 主導月結及年結…
  • View similar jobs with this employer
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
    • Support annual budgeting, forecasting, and investment planning processes.
    • Reporting to the Vice President of Marketing, the National Portfolio Manager is…
    • This role will provide support to our Wealth & Estate Planning Team and is ideal for someone looking for a long-term career in financial and retirement planning…
    • Excellent organizational, communication, research and computer skills are essential for this role.
    • The successful candidate must be able to prioritize and…
    • 1.Lead the Finance Function*.
    • Own and oversee the organization's complete finance function, including accounting, payroll, accounts payable, financial reporting…
    • General understanding of the securities industry, investment products, and corporate actions.
    • Our Canadian operation, Canaccord Genuity Corp., is currently…
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Job Post Details

Scotiabank logo

Financial Advisor - West Vancouver BC - job post

Scotiabank
3.8 out of 5 stars
West Vancouver, BC V7V 1H8
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Location

West Vancouver, BC V7V 1H8

Full job description

Requisition ID: 268813

Join our team!

Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers’ financial well-being through comprehensive and innovative solutions?

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 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 : British Columbia : West Vancouver

Why choose us?

We are an international, modern, and digital bank.

  • Work-life balance matters to us — we are the first bank in Chile to reduce the workweek to 39 hours!

Continuous learning and development — participate in projects, conferences, and events that help you build new skills and gain relevant knowledge.

We are diverse and inclusive.

At Scotiabank, inclusion is part of the way we do business . his opportunity is open in accordance with Law 21.015. If you require any reasonable accommodation to participate in the recruitment process, please let us know .

Don’t hesitate to apply — join us on this journey and become our next Scotiaintern! .

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