Senior Financial Advisor in Ajax, Ontario, builds customer relationships through personalized financial strategies and expert advice. Serve Scotiabank customers across their financial journeys.

As a Senior Financial Advisor within Scotiabank’s Canadian Banking Branch network, you provide exceptional customer service. You discover needs, educate customers, and recommend day-to-day banking, investment, and borrowing solutions. You also help develop comprehensive plans and grow branch business through individual and team sales goals.

Key Responsibilities:

- Discover customer needs through proactive, attentive conversations
- Provide relevant insights, education, and expert financial advice
- Build holistic plans supporting customers’ stated goals
- 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

Bring relationship-building, financial strategy, and sales expertise to Scotiabank customers as a Senior Financial Advisor in Ajax.

📌 Senior Financial Advisor Ajax
🏢 Scotiabank
📍 Ajax