Guide North York customers with holistic financial planning, expert advice, and relationship building at Scotiabank. Deliver personalized banking solutions aligned with customer goals.
As a Senior Financial Advisor, you will discover customer needs, provide relevant insights, and develop comprehensive financial plans. Your work spans day-to-day banking, investments, and borrowing solutions. You will also grow branch business while supporting positive customer experiences and individual and team sales goals.
Key Responsibilities: Discover customer needs through proactive listening and understanding
Educate customers with relevant insights and expert advice
Build comprehensive plans using a holistic approach
Nurture solid, long-standing customer relationships
Deliver individual and team sales goals
Requirements: Drive to build strong customer relationships
Strategic mindset for personalized financial strategies
Experience meeting and exceeding sales targets
Mutual Funds licence
Completed CIFP Diploma
Bring holistic planning, financial expertise, and relationship-building skills to Scotiabank customers throughout North York.

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📌 Senior Financial Advisor North York (Ontario)
🏢 Scotiabank
📍 Ontario