Client-Focused Financial Advisor & Planner

Scotiabank; St. Catharines; On-site; CAD 60,000 - 80,000; Full time

Job summary

Scotiabank in Canada is seeking a Financial Advisor to join our branch network in St. Catharines. You will build trusted relationships with clients by understanding their goals, explaining options, and delivering personalized financial guidance across investments, savings, and lending.

In this role you will educate customers, uncover their needs, and help create holistic plans while meeting branch targets. A CIFP/Mutual Funds path is expected, with ongoing development opportunities and a

Qualifications

• Experience building customer relationships and delivering exceptional service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Mutual Funds licence and progress toward CIFP Diploma.

Responsibilities

• Identify customer needs and provide expert advice.
• Educate customers and build comprehensive financial plans.
• Nurture long-term relationships and grow branch business.
• Drive sales goals while maintaining customer satisfaction.

Skills

Customer service

Sales ability

Financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Canada is seeking a Financial Advisor to join our branch network in St. Catharines. You will build trusted relationships with clients by understanding their goals, explaining options, and delivering personalized financial guidance across investments, savings, and lending.

In this role you will educate customers, uncover their needs, and help create holistic plans while meeting branch targets. A CIFP/Mutual Funds path is expected, with ongoing development opportunities and a