Turn customer needs into comprehensive financial plans as a Financial Advisor serving Scotiabank customers in Owen Sound or Port Elgin.
This Financial Advisor position centers on relatable customer connections and exceptional service across the Canadian Banking Branch network. You will listen carefully, uncover needs, educate customers, and offer relevant insights and expert advice. Your work will nurture lasting relationships while supporting customer goals through holistic planning.
Key Responsibilities: Take a proactive approach to discovering customer needs
Listen to understand customer questions and priorities
Provide relevant insights and expert financial advice
Develop holistic plans for customers’ goals
Retain and grow branch business through sales goals
Requirements: Solid customer relationship-building appetite and drive
Ability to deliver excellent customer service
Proven ability to exceed sales targets
Ability to uncover and solve customer needs
Mutual Funds licence and working toward CIFP Diploma
Bring listening, relationship-building, and financial advice skills to create meaningful customer plans with Scotiabank in Ontario.

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📌 Customer Relationship Financial Advisor (Ontario)
🏢 Scotiabank
📍 Ontario