Financial Advisor - Carling & Kirkwood

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

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

What your role will be…
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…

• 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

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service


• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals


• To uncover and solve for customers’ needs


• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.


• A competitive compensation and benefits package.


• An organization committed to making a difference in our communities– for you and our customers.


• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.


• You’ll receive clear, transparent criteria to progress in your career.


• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.