Financial Advisor: Build Clients’ Futures with Holistic Planning

Scotiabank; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in West Hill, Toronto, is seeking a Financial Advisor to join a branch and help clients plan their financial futures. The role focuses on understanding customer needs, delivering relevant advice, building holistic plans, and nurturing long-term relationships.

The successful candidate will work toward CIFP Diploma, hold a Mutual Funds licence, and meet or exceed sales targets within a collaborative team culture that values inclusion and career development.

Qualifications

• Mutual Funds licence required; working towards CIFP Diploma.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and solve for customers’ needs.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand their requests.
• Educate customers, provide relevant insights and expert advice.
• Build customers' comprehensive financial plans using a holistic approach.
• Nurture strong, long-standing client relationships.
• Develop, retain and grow branch business by delivering against sales goals and fostering a positive customer experience.

Skills

Customer relationships

Sales targets

Needs analysis

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank in West Hill, Toronto, is seeking a Financial Advisor to join a branch and help clients plan their financial futures. The role focuses on understanding customer needs, delivering relevant advice, building holistic plans, and nurturing long-term relationships.

The successful candidate will work toward CIFP Diploma, hold a Mutual Funds licence, and meet or exceed sales targets within a collaborative team culture that values inclusion and career development.