Senior Financial Advisor- Steeles & 404 (Vaughan)

Senior Financial Advisor- Steeles & 404 (Vaughan)

19 Apr
|
Scotiabank
|
Vaughan

19 Apr

Scotiabank

Vaughan

About the role

What your role will be…

Senior Financial Advisor

You will be a customer‑centric advisor, connecting with people in ways that are relatable. Your goal is to provide exceptional service throughout the customer’s journey by discovering customer needs, educating them with relevant insights and expert advice, building comprehensive plans using a holistic approach, nurturing solid relationships, and developing the branch business by delivering against individual and team sales goals that support a positive customer experience.

- Taking a proactive approach to discovering customer needs, listening to understand what they are asking for
- Educating customers, providing relevant insights and expert advice
- Building 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
- A strategic mindset to develop personalized financial strategies including day‑to‑day banking, investments and borrowing solutions
- The proven ability to meet and exceed sales targets in a fast‑paced environment that align to a customer’s stated goals
- A Mutual Funds licence and completed CIFP Diploma





What we’re offering…

- The opportunity to join a forward‑thinking organization 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.
- 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 : Ontario : Scarborough || Canada : Ontario : Thornhill

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.

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📌 Senior Financial Advisor- Steeles & 404 (Vaughan)
🏢 Scotiabank
📍 Vaughan

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