Financial Advisor - Lindsay

Scotiabank; Lindsay; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Lindsay, Ontario. In this role, you will connect with customers, provide exceptional service, and achieve sales goals while building strong relationships. Join a collaborative team committed to making a difference in the community and enjoy a competitive compensation package with opportunities for career growth.

Benefits

Competitive compensation and benefits package

Opportunities for career growth

Recognition and rewards for high performance

Qualifications

• Proven ability to meet and exceed sales targets.
• Drive to build strong customer relationships.
• Ability to uncover and address customer needs.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Develop, retain, and grow branch business by achieving sales goals.
• Educate customers with relevant insights and expert advice.

Skills

Customer relationship building

Sales target achievement

Customer needs assessment

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

Requisition ID: 225128

Join a purpose-driven, winning team committed to results within an inclusive and high-performing culture.

About The Role

Position: Financial Advisor

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

What You’ll Be Doing

Our Advisors are customer-centric and connect with people in a relatable way. As a vital member of the Canadian Banking Branch network, your focus will be to provide exceptional service throughout the customer’s journey by:

• Proactively discovering customer needs and listening to understand their requests
• Educating customers with relevant insights and expert advice
• Building comprehensive plans using a holistic approach to help customers achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining, and growing the branch business by achieving individual and team sales goals that support a positive customer experience

What You Need To Succeed

• A drive to build strong customer relationships and deliver excellent customer 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 chance to join a forward-thinking organization with a collaborative team of innovative thinkers
• A competitive compensation and benefits package
• An organization committed to making a difference in our communities—for you and our customers
• Recognition and rewards for high performance, supported by leadership through meaningful development conversations, faster advancement opportunities, and internal training
• Clear, transparent criteria for career progression
• Opportunities for career growth from your current position without relocating or changing branches, allowing you to build deeper relationships and expand your expertise

Location: Canada, Ontario, Lindsay

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, their families, and communities succeed through a broad range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

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. Candidates must apply online. We appreciate all applicants' interest; only those selected for an interview will be contacted.