Financial Advisor - Build Lasting Client Plans & Growth

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

Benefits offered by this job

Competitive compensation

Internal training & development

Career progression opportunities

Job summary

Scotiabank is seeking a Financial Advisor in Toronto, ON to deliver exceptional service and develop comprehensive financial plans for customers. You will educate clients, uncover needs, and build long‑term relationships while pursuing branch sales goals.

Requirements include Mutual Funds licence and progress toward CIFP Diploma. The role offers a competitive compensation package and growth opportunities within a purpose-driven team.

Qualifications

• Appetite to build strong customer relationships and deliver service excellence.
• Ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and solve customer needs.
• Mutual Funds licence and working towards CIFP Diploma.

Responsibilities

• Proactively discover customer needs and listen to understand.
• Educate customers with relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach.
• Nurture long-standing relationships and grow branch business.
• Deliver against individual and team sales goals.

Skills

Customer relationship

Sales targets

Customer service

Needs assessment

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank is seeking a Financial Advisor in Toronto, ON to deliver exceptional service and develop comprehensive financial plans for customers. You will educate clients, uncover needs, and build long‑term relationships while pursuing branch sales goals.

Requirements include Mutual Funds licence and progress toward CIFP Diploma. The role offers a competitive compensation package and growth opportunities within a purpose-driven team.