Financial Advisor Bank & Gloucester, Ottawa

Scotiabank Global Site; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading banking institution in Ottawa seeks a Financial Advisor to join their team. This role involves building strong customer relationships, providing expert advice, and helping clients achieve their financial goals. The ideal candidate will have a Mutual Funds license, strong sales experience, and a commitment to delivering excellent service. The organization offers competitive compensation, opportunities for career advancement, and a supportive work environment focused on inclusion and personal growth.

Benefits

Competitive compensation and benefits package

Opportunities for career progression

Inclusive work environment

Support for personal growth and learning

Qualifications

• Ability to build strong customer relationships and deliver excellent customer service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Skills to uncover and solve for customers' needs.

Responsibilities

• Proactively discovering customer needs and providing relevant insights.
• Building comprehensive plans to help customers achieve their goals.
• Developing and growing the branch business by achieving sales goals.

Skills

Business Development

Sales Experience

Trusts

Wealth Management

Financial Planning

Customer relationship management

Investment Experience

Estate Law

Securities Law

Military Experience

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

Requisition ID: 240053

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

About the role

What your role will be

Financial Advisor

At Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning and development there are endless possibilities. You can make an impact by helping make the futures of our 25 million customers happen.

What you’ll be doing

• Taking a proactive approach to discovering our customer needs and listening to understand what they are asking for
• Educating our customers and providing relevant insights and expert advice
• Building our customers’ comprehensive plans using a holistic approach to help them 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 excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customers stated goals
• To uncover and solve for customers needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering

• The opportunity to join a forward‑thinking organization where you are surrounded by 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.
• You can expect to be recognized and rewarded for high‑performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location

Canada – Ontario – Ottawa

About Scotiabank

Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers, their families and their 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.

Accommodation and Accessibility

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site, alternate format documents, ASL interpreter or assistive technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here.

Required Experience

Unclear Seniority

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Investment Experience
• Military Experience
• Securities Law
• Customer relationship management
• Financial Planning
• Wills

Employment Details

• Employment Type: Advisor
• Experience: years
• Vacancy: 1

Create a job alert for this search