Build lasting customer relationships at Scotiabank in Orillia by delivering expert advice and personalized financial strategies across everyday needs.
This Senior Financial Advisor position is part of Scotiabank’s Canadian Banking Branch network. You will connect with customers in a relatable way, understand their goals, and recommend relevant advice. The position combines holistic planning with day-to-day banking, investment, and borrowing solutions.
Key Responsibilities:
- Listen carefully to understand customer requests and needs
- Provide expert advice and relevant financial insights
- Develop personalized strategies for customer goals
- Build and maintain comprehensive customer plans
- Deliver against individual and team sales goals
Requirements:
- Solid appetite for developing customer relationships
- Strategic approach to personalized financial planning
- Ability to align solutions with stated customer goals
- Proven ability to exceed sales targets
- Mutual Funds licence and completed CIFP Diploma
Use relationship management, financial expertise, and customer-focused planning to serve Orillia clients as a Scotiabank Senior Financial Advisor.