Financial Advisor — Build Holistic Plans & Strong Client Relationships

Scotiabank; Ottawa; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Financial Advisor in Ottawa to help clients plan their futures with holistic financial guidance. You will identify client needs, educate on options, and craft comprehensive financial plans while nurturing lasting relationships.

The role emphasizes meeting sales targets and contributing to branch growth within a supportive, inclusive environment. The position requires a Mutual Funds licence and progress toward the CIFP Diploma, with a focus on delivering exceptional

Qualifications

• The ability to build strong customer relationships and deliver outstanding service.
• Track record of meeting/exceeding sales targets in a fast-paced environment.
• Identify and solve customer needs.
• Working towards CIFP Diploma and Mutual Funds license.

Responsibilities

• Proactively discover customer needs and listen to understand their requests.
• Educate customers, provide insights and expert advice.
• Build comprehensive financial plans using a holistic approach to help clients reach goals.
• Nurture long-term relationships and grow branch business by achieving sales targets.
• Deliver a positive customer experience by meeting individual and team goals.

Skills

Customer relationships

Sales targets

Needs assessment

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Financial Advisor in Ottawa to help clients plan their futures with holistic financial guidance. You will identify client needs, educate on options, and craft comprehensive financial plans while nurturing lasting relationships.

The role emphasizes meeting sales targets and contributing to branch growth within a supportive, inclusive environment. The position requires a Mutual Funds licence and progress toward the CIFP Diploma, with a focus on delivering exceptional