Serve Scotiabank customers in Orillia through personalized financial advice, relationship building, and solutions spanning banking, investments, and borrowing needs.
As a Senior Financial Advisor, you support the Canadian Banking Branch network and deliver exceptional service throughout each customer’s journey. You discover needs, provide relevant insights, and create comprehensive plans. Your work also supports branch business growth through individual and team sales goals.
Key Responsibilities: Discover customer needs through proactive listening and conversations
Educate customers with relevant insights and expert advice
Build comprehensive plans using a holistic approach
Nurture strong, long-standing customer relationships
Develop, retain, and grow branch business
Requirements: Drive to build solid customer relationships
Strategic mindset for personalized financial strategies
Knowledge of banking, investments, and borrowing solutions
Ability to meet and exceed sales targets
Mutual Funds licence and completed CIFP Diploma
Bring strategic financial planning, customer connection, and sales performance to Scotiabank’s Senior Financial Advisor team in Orillia.