Financial Advisor - Montgomery Place

Scotiabank; London; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a motivated Financial Advisor in Ontario, London. This role involves understanding customer needs, providing insightful advice, and building strong relationships while achieving sales targets. Candidates should possess a Mutual Funds licence and be working towards a CIFP Diploma. The position offers a competitive compensation package and the chance to progress without needing to change branches. The organization values diversity and community commitment.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Supportive leadership and development

Inclusive workplace environment

Qualifications

• Must have the appetite and drive to build strong customer relationships and deliver excellence in customer service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Experience in uncovering and solving customer needs.

Responsibilities

• Take a proactive approach to discovering and addressing customer needs.
• Educate customers with relevant insights and expert advice.
• Build comprehensive financial plans for customers.
• Nurture strong, long-standing client relationships.
• Grow the branch business by meeting sales goals.

Skills

Customer relationship building

Sales ability

Problem-solving for customers' needs

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

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 aligns 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 : London (ON)

Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and our 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. Candidates must apply directly online to be considered for this role. 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.