Senior Financial Advisor - Stouffville

Scotiabank; Whitchurch-Stouffville; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking organization as a Senior Financial Advisor, where you can make a meaningful impact on customers' financial futures. In this role, you will leverage your customer-centric approach to build strong relationships, develop personalized financial strategies, and provide expert advice. With a commitment to diversity and inclusion, this innovative firm offers a collaborative environment that fosters growth and career advancement. If you are driven by results and passionate about helping others achieve their goals, this is the perfect opportunity for you.

Benefits

Competitive compensation package

Career development opportunities

Community involvement initiatives

Recognition and rewards for high performance

Qualifications

• Strong desire to build customer relationships and exceed sales targets.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Provide exceptional customer service and build comprehensive financial plans.
• Nurture long-term relationships and achieve sales goals.

Skills

Customer Relationship Management

Sales Strategy Development

Financial Planning

Investment Solutions

Mutual Funds License

Education

CIFP Diploma

Job description

Requisition ID: #

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

About the role

Position: Senior Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. We are dedicated to diversity, inclusion, and a performance-oriented culture that emphasizes coaching, learning, and development. Here, you can make an impact by helping shape the futures of our 25 million customers. Find your future with us.

What you’ll be doing

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

1. Proactively discovering customer needs and listening to understand their requests.
2. Educating customers and providing relevant insights and expert advice.
3. Building comprehensive financial plans using a holistic approach to help customers achieve their goals.
4. Nurturing strong, long-term relationships.
5. 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

• Strong desire and drive to build customer relationships.
• A strategic mindset to develop personalized financial strategies, including banking, investments, and borrowing solutions.
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals.
• Mutual Funds license and completed 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.
• A commitment 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 for faster career advancement and internal training.
• Clear, transparent criteria for career progression.
• Opportunities to grow without relocating, building deeper relationships and expanding your expertise from your current role.

Location

Canada: Ontario: Stouffville

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We assist our customers, their families, and communities in achieving success through a broad range of financial services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

Inclusion and Accessibility

We value the unique skills and experiences each individual brings and are committed to creating an inclusive, accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. For technical assistance, click here. Candidates must apply online to be considered. We appreciate all applicants' interest; only those selected for interviews will be contacted.