Senior Financial Advisor in Mississauga, Ontario, using customer discovery and strategic planning to deliver personalized banking, investment, and borrowing guidance.

At Scotiabank, this senior role helps customers pursue their goals through holistic financial plans and expert advice. You will build relationships, provide relevant insights, and support branch growth through individual and team sales goals. Coaching, learning, and development are part of the culture.

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
- Grow branch business through individual and team sales goals

Requirements:

- Drive to build robust customer relationships
- Strategic mindset for personalized financial strategies
- Experience meeting and exceeding sales targets
- Mutual Funds licence
- Completed CIFP Diploma

Bring strategic financial planning, relationship building, and sales expertise to Scotiabank customers throughout Mississauga, Ontario.

📌 Senior Financial Advisor Mississauga
🏢 Scotiabank
📍 Mississauga