Bilingual (English/Portuguese) Financial Advisor - Lawrence & Keele, North York

Scotiabank; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Financial Advisor to connect with customers and provide exceptional service. You will build comprehensive financial plans and nurture long-term relationships. The ideal candidate should possess a Mutual Funds license and be working towards the CIFP Diploma, with a strong drive for customer relationship building and sales target achievement.

Benefits

Competitive compensation and benefits package

Career growth opportunities

Recognition and rewards for high performance

Qualifications

• Strong drive to build customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and address customer needs.

Responsibilities

• Connect with customers in a relatable, customer-centric manner.
• Provide exceptional service throughout the customer’s journey.
• Build comprehensive financial plans for customers.

Skills

Customer relationship building

Sales target achievement

Financial planning

Customer service excellence

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

Requisition ID: #

Join a purpose-driven, high-performing team committed to results

About the role

Position: Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. With a focus on diversity, inclusion, and a performance-oriented culture that promotes coaching, learning, and development, there are endless possibilities. Join us to make an impact and help shape the futures of our 25 million customers. Find your future here.

What you'll be doing

• Connecting with customers in a relatable, customer-centric manner.
• Providing exceptional service throughout the customer’s journey by proactively discovering their needs and listening to understand their requests.
• Educating customers, offering relevant insights and expert advice.
• Building comprehensive, holistic financial plans to help customers achieve their goals.
• Nurturing strong, long-standing relationships.
• Developing, retaining, and growing branch business by meeting individual and team sales goals that enhance customer experience.

What you need to succeed

• Strong desire and drive to build customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment, aligned with customer goals.
• Ability to uncover and address customer needs.
• Mutual Funds license and working towards the CIFP Diploma.

What we’re offering

• The opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• A commitment to making a difference in our communities for you and our customers.
• Recognition and rewards for high performance, with support from leadership through meaningful development conversations.
• Clear, transparent career progression criteria.
• Opportunities for career growth without changing branches, enabling deeper relationships and skill development from your current position.

Location

Canada: Ontario: Toronto

About Scotiabank

Guided by our purpose: "for every future," we help our customers, their families, and communities succeed through a broad range of financial services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

Inclusivity and Accessibility

We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Technical assistance is also available.

Candidates must apply online to be considered. We thank all applicants; only those selected for an interview will be contacted.