Customer-focused Financial Advisor Trainee roles at Scotiabank use needs discovery and expert advice to serve customers in Burlington. Build relationships while supporting branch sales goals.

As a Financial Advisor in Scotiabank’s Canadian Banking Branch network, you provide exceptional service throughout each customer journey. You listen to understand needs, offer relevant insights, and create comprehensive plans using a holistic approach. The position also involves nurturing lasting relationships and delivering individual and team sales goals that support positive experiences. You will work toward the CIFP Diploma while holding a Mutual Funds licence.

Key Responsibilities:

- Discover customer needs through proactive listening and conversations




- Educate customers with relevant insights and expert advice
- Build comprehensive plans supporting customers’ stated goals
- Nurture strong, long-standing customer relationships
- Deliver individual and team sales goals

Requirements:

- Drive to build robust customer relationships
- Commitment to delivering excellent customer service
- Ability to meet and exceed sales targets
- Ability to uncover and solve customer needs
- Mutual Funds licence and progress toward CIFP Diploma

Bring customer service, financial planning, and sales capabilities to Scotiabank’s Financial Advisor Trainee team in Burlington.

📌 Financial Advisor Trainee Burlington (Canada)
🏢 Scotiabank
📍 Canada