Client‑Focused Financial Advisor & Planner

Scotiabank; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank is hiring a Financial Advisor in North York, Ontario. You will engage customers with a client-centric approach, delivering tailored financial guidance and planning to help them achieve their goals.

This role is embedded in the Canadian Banking Branch network, emphasizing service excellence and relationship growth. You will educate clients, build comprehensive plans, and work toward branch sales targets, supported by development conversations and internal training to advance your

Qualifications

• Strong client relationship-building skills.
• Proven ability to meet sales targets.
• Mutual Funds licence and progressing CIFP Diploma.
• Excellent advisory and financial planning skills.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand their goals.
• Educate customers, providing relevant insights and expert advice.
• Build customers' comprehensive financial plans using a holistic approach.
• Nurture strong, long-standing relationships with clients.
• Develop, retain and grow the branch business by delivering against sales goals.

Skills

Customer service

Sales ability

Relationship building

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is hiring a Financial Advisor in North York, Ontario. You will engage customers with a client-centric approach, delivering tailored financial guidance and planning to help them achieve their goals.

This role is embedded in the Canadian Banking Branch network, emphasizing service excellence and relationship growth. You will educate clients, build comprehensive plans, and work toward branch sales targets, supported by development conversations and internal training to advance your