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 strong, long-standing customer relationships
- Deliver individual and team sales goals

Requirements:

- Drive to build solid 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.

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