Holistic Financial Advisor & Planner

Scotiabank; Southwestern Ontario; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career development opportunities

Supportive leadership

Job summary

Scotiabank's Waterloo branch is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning and advice. You will build lasting relationships, educate customers, and drive branch growth with a service‑oriented approach.

Join a purpose‑driven team in a high‑performing culture that supports coaching, development and clear progression paths across Canada’s banking network.

Qualifications

• Ability to build strong client relationships and deliver exceptional service.
• Proven track record of meeting/exceeding sales targets in a fast-paced environment.
• Ability to uncover and address customers' financial needs.
• Mutual Funds licence and working towards CIFP Diploma.

Responsibilities

• Proactively uncover customer needs and listen to understand their goals.
• Educate clients with relevant insights and expert advice.
• Develop comprehensive financial plans using a holistic approach.
• Grow and nurture long-lasting relationships and branch performance.

Skills

Client relationships

Sales targets

Financial advisory

Communication skills

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank's Waterloo branch is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning and advice. You will build lasting relationships, educate customers, and drive branch growth with a service‑oriented approach.

Join a purpose‑driven team in a high‑performing culture that supports coaching, development and clear progression paths across Canada’s banking network.