Client-First Banking Advisor — Growth & Impact

Scotiabank; Renfrew; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor to join the Canadian Banking Branch network. You will deliver customer-centric service, uncover needs, and build holistic financial plans for clients across Ontario locations, including Renfrew and Ottawa.

The role emphasizes exceeding sales targets, educating customers with insights, and nurturing long-term relationships while pursuing required regulatory licences and a CIFP diploma.

Qualifications

• Customer service mindset with a focus on needs discovery and education.
• Proven ability to meet and exceed sales targets in a fast-paced banking environment.
• Ability to build long-lasting client relationships and holistic financial plans.

Responsibilities

• Proactively identify customer needs and offer tailored financial guidance.
• Educate clients with insights and expert advice across banking products.
• Develop comprehensive plans using a holistic approach to help clients achieve goals.
• Grow branch business by delivering against individual and team sales targets.

Skills

Customer service

Sales targets

Relationship building

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

Scotiabank is seeking a Financial Advisor to join the Canadian Banking Branch network. You will deliver customer-centric service, uncover needs, and build holistic financial plans for clients across Ontario locations, including Renfrew and Ottawa.

The role emphasizes exceeding sales targets, educating customers with insights, and nurturing long-term relationships while pursuing required regulatory licences and a CIFP diploma.