Financial Advisor — Build Holistic Plans & Trusted Relationships

Scotiabank; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank is hiring a Financial Advisor in North York, Ontario. The role focuses on understanding client needs, delivering expert guidance, and building comprehensive financial plans to help clients reach their goals.

You will nurture long-term relationships and contribute to branch growth by achieving personal and team sales targets, with a commitment to excellent customer service. The role offers strong development and career progression opportunities.

Qualifications

• Must hold a Mutual Funds licence and be working toward CIFP Diploma.
• Ability to meet and exceed sales targets while delivering excellent customer service.
• Strong skills in uncovering and solving customer needs with a holistic approach.

Responsibilities

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
• Educating our customers, providing relevant insights and expert advice.
• Building our customer’s 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.

Skills

Sales targets

Customer service

Needs discovery

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is hiring a Financial Advisor in North York, Ontario. The role focuses on understanding client needs, delivering expert guidance, and building comprehensive financial plans to help clients reach their goals.

You will nurture long-term relationships and contribute to branch growth by achieving personal and team sales targets, with a commitment to excellent customer service. The role offers strong development and career progression opportunities.