Financial Advisor/ Senior Financial Advisor - Renfew, ON

Scotiabank; Eastern Ontario; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank in Renfrew, Ontario is seeking a Financial Advisor/Senior Financial Advisor to help clients build their futures with personalized financial plans and a strong service focus.

You will educate customers, uncover needs, and develop holistic strategies across day-to-day banking, investments and borrowing; a Mutual Funds licence and CIFP Diploma are required, with performance-driven goals and a supportive growth environment.

Qualifications

• Experience in delivering financial planning and advice to clients.
• Ability to educate customers and build personalized financial strategies.
• Proven track record of meeting sales targets in a branch environment.

Responsibilities

• Proactively identify customer needs and listen to understand their goals.
• Educate clients on investments, day-to-day banking, and borrowing options.
• Develop holistic financial plans to help clients achieve their objectives.
• Nurture long-term relationships and retain branch business.
• Achieve individual and team sales targets to support strong customer experience.

Skills

Customer relationship building

Sales targets

Financial advisory

Branch banking

Education

Mutual Funds licence

CIFP Diploma

Job description

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Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

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

What your role will be…

Financial Advisor/Senior 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…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• 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
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed 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 : Renfrew

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and the 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.