Financial Advisor - Summit Plaza, Peterborough, Ontario

Scotiabank; Peterborough; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career development

Recognition programs

Job summary

Scotiabank in Peterborough, Ontario is seeking a Financial Advisor to help clients plan for the future with personalized financial guidance and a focus on delivering exceptional service.

You will work within the Canadian Banking Branch network to build trusted relationships, educate clients on investment and banking options, and develop comprehensive plans aligned with their goals. This role supports growth in a customer-centric team environment.

Qualifications

• Ability to build strong, lasting relationships with clients.
• Proven track record of meeting or exceeding sales targets.
• Ability to identify client needs and tailor financial advice.

Responsibilities

• Identify client needs and provide tailored financial guidance
• Educate clients on products and services to support financial goals
• Develop comprehensive financial plans and nurture long-term relationships
• Contribute to branch sales goals and customer experience
• Collaborate with colleagues to grow the branch business

Skills

Customer relationship building

Sales target achievement

Needs discovery

Financial advisory guidance

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

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Title: Financial Advisor - Summit Plaza, Peterborough, Ontario

Requisition ID: 275701

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 impa ct. 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 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 : Peterborough

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.