Senior Financial Advisor - Kingsway Branch

Scotiabank; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

Scotiabank is seeking a Senior Financial Advisor to join their team in Toronto. This role focuses on delivering exceptional customer service by developing personalized financial plans and fostering long-term relationships. Candidates should have a strong drive for customer relationships, a strategic mindset, and relevant qualifications such as a Mutual Funds license. Join a forward-thinking organization committed to diversity and community impact.

Benefits

Competitive compensation and benefits

Opportunities for advancement

Recognition and rewards for high performance

Qualifications

• Strong drive for building customer relationships.
• Strategic mindset for tailored financial solutions.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Identify customer needs through attentive listening.
• Develop comprehensive financial plans for clients.
• Achieve individual and team sales targets.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds license

CIFP Diploma

Job description

Requisition ID: 226124

Join a purpose-driven, high-performing team committed to results and inclusivity.

About the role

What your role will be…

Senior Financial Advisor

At Scotiabank, we support our employees in building their futures—where they can be authentic and succeed together. We are dedicated to diversity, inclusion, and a culture of coaching, learning, and development. Here, you can make a meaningful impact by helping our 25 million customers achieve their financial goals. Find your future with us.

What you’ll be doing…

Our Advisors prioritize customer-centric service and relate well with clients. As a vital part of the Canadian Banking Branch network, your focus will be to deliver exceptional service by:

• Proactively identifying customer needs through attentive listening
• Educating clients with relevant insights and expert advice
• Developing comprehensive, personalized financial plans to help clients meet their goals
• Fostering long-term relationships
• Growing the branch business by achieving individual and team sales targets that enhance the customer experience

What you need to succeed…

• Strong drive and passion for building customer relationships
• A strategic mindset for creating tailored financial solutions, including banking, investments, and borrowing options
• Proven ability to meet and exceed sales targets in a dynamic 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, innovative team
• Competitive compensation and benefits
• A commitment to community impact for employees and clients
• Recognition and rewards for high performance, supported by leadership through meaningful development conversations
• Clear criteria for career progression
• Opportunities for advancement without relocating, allowing you to deepen client relationships and expand your expertise

Location

Canada : Ontario : Toronto

Scotiabank, a leading bank in the Americas, guided by our purpose "for every future," helps customers, families, and communities succeed through diverse financial services.

We value the unique skills each individual brings and are committed to an inclusive, accessible environment. For accommodations during recruitment, please contact our Recruitment team. Candidates must apply online. We appreciate all applicants; only those selected for interviews will be contacted.