Financial Advisor - Build Plans & Grow Client Relationships

Scotiabank; Lasalle; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Scotiabank in Ontario is seeking a Financial Advisor to support customers across the branch network with personalized financial guidance and planning.

You will educate clients, uncover needs, and help build comprehensive plans while nurturing relationships and contributing to branch growth through sales performance.

The role requires Mutual Funds licence and pursuit of the CIFP Diploma, with a commitment to an inclusive and customer-focused culture.

Qualifications

• Appetite and drive to build strong customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned to customer goals.
• Ability to uncover and solve for customers’ needs.
• Mutual Funds licence and working toward the CIFP Diploma.

Responsibilities

• Provide exceptional service across the customer journey in the Canadian Banking Branch network.
• Proactively discover customer needs, educate and advise with relevant insights.
• Build comprehensive financial plans using a holistic approach to help clients reach goals.
• Nurture long-standing relationships and contribute to branch growth by meeting individual and team sales targets.
• Deliver against branch sales goals and support positive customer experience.

Skills

Relationship building

Sales target achievement

Customer service excellence

Communication skills

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Ontario is seeking a Financial Advisor to support customers across the branch network with personalized financial guidance and planning.

You will educate clients, uncover needs, and help build comprehensive plans while nurturing relationships and contributing to branch growth through sales performance.

The role requires Mutual Funds licence and pursuit of the CIFP Diploma, with a commitment to an inclusive and customer-focused culture.