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 solid, long-standing customer relationships
Grow branch business through individual and team sales goals
Requirements: Drive to build strong 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.

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📌 Senior Financial Advisor Mississauga (Ontario)
🏢 Scotiabank
📍 Ontario