Serve Scotiabank customers in Ontario through personalized financial advice, holistic planning, and relationship-focused banking support.
As a Senior Financial Advisor within Scotiabank’s Canadian Banking Branch network, you will help customers progress toward stated goals. You will discover needs, provide relevant insights, and recommend strategies spanning day-to-day banking, investments, and borrowing solutions. The role also supports branch business growth.
Key Responsibilities: Discover customer needs through proactive, understanding conversations
Educate customers and provide 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
Apply your financial planning, customer relationship, and sales expertise as a Senior Financial Advisor at Scotiabank.