Holistic Financial Advisor – Build Plans & Relationships

Scotiabank; Toronto; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career development opportunities

Job summary

Scotiabank in North York, Ontario is seeking a Financial Advisor to join our Canadian Banking Branch network. You will deliver exceptional service, educate clients, and help build personalized financial plans that align with their goals.

The role emphasizes proactive needs discovery, relationship development, and achievement of sales targets within a supportive, inclusive culture with coaching and development opportunities.

Qualifications

• Strong communication and relationship-building skills.
• Proven ability to meet and exceed sales targets in a fast-paced bank environment.
• Willingness to obtain CIFP Diploma and advance licensure as needed.

Responsibilities

• Proactively identify customer needs and provide tailored financial guidance.
• Educate clients on products and services to help achieve their goals.
• Develop holistic financial plans and nurture long-term relationships.
• Contribute to branch sales targets and business growth.

Education

Mutual funds license

CIFP Diploma (in progress)

Job description

Scotiabank in North York, Ontario is seeking a Financial Advisor to join our Canadian Banking Branch network. You will deliver exceptional service, educate clients, and help build personalized financial plans that align with their goals.

The role emphasizes proactive needs discovery, relationship development, and achievement of sales targets within a supportive, inclusive culture with coaching and development opportunities.