Financial Advisor - Pinecrest Mall

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

Job summary

Scotiabank is seeking a Financial Advisor in Ottawa to join a customer-focused team. The role involves building strong relationships, providing expert advice, and helping customers achieve their financial goals. This position offers competitive compensation, benefits, and opportunities for career progression within a diverse and inclusive environment.

Benefits

Competitive compensation and benefits package

Recognition and rewards for high performance

Opportunities for career progression

Qualifications

• Proven ability to meet and exceed sales targets.
• Strong customer relationship skills.
• Ability to uncover and solve customer needs.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Build comprehensive plans to help customers achieve their goals.
• Develop and retain branch business by delivering against sales goals.

Skills

Customer Service

Sales

Relationship Building

Education

Mutual Funds License

CIFP Diploma (in progress)

Job description

Requisition ID: 225784

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

About the role

What your role will be…

Financial Advisor / Pinecrest Mall, Ottawa, ON / Permanent / Full-time 37.5h/week

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

What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing 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 delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellent customer service
• The proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals
• Ability to uncover and solve 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
• 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 and internal growth opportunities
• Clear, transparent criteria for career progression
• Opportunity to advance from your current role without relocating, allowing you to build deeper relationships and grow your expertise

Location: Canada, Ontario, Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, their families, and communities achieve success 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 thank all applicants; only those selected for an interview will be contacted.