Financial Advisor: Build Plans, Grow Relationships

Scotiabank; Owen Sound; On-site; CAD 45,000 - 65,000; Full time

Job summary

Scotiabank in Owen Sound, Ontario, seeks a Financial Advisor to help clients build comprehensive financial plans, provide investment guidance, and foster lasting relationships. You will educate customers, uncover needs, and guide them toward their personal goals.

The role supports licensing in mutual funds and advancement toward the CIFP Diploma, with a collaborative team culture and development opportunities. This position offers a clear growth path within Scotiabank.

Qualifications

• A focus on understanding customer needs and delivering personalised financial guidance.
• Ability to meet and exceed sales targets in a client-centric environment.
• Commitment to ongoing education and licensing requirements (Mutual Funds licence, CIFP Diploma).

Responsibilities

• Take a proactive approach to uncover customer needs and listen carefully.
• Educate customers with relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach.
• Nurture strong, long‑standing relationships with clients.
• Develop, retain and grow branch business by meeting sales goals.

Skills

Customer service

Relationship building

Sales targets

Financial guidance

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Owen Sound, Ontario, seeks a Financial Advisor to help clients build comprehensive financial plans, provide investment guidance, and foster lasting relationships. You will educate customers, uncover needs, and guide them toward their personal goals.

The role supports licensing in mutual funds and advancement toward the CIFP Diploma, with a collaborative team culture and development opportunities. This position offers a clear growth path within Scotiabank.