Senior Financial Advisor - Amherstburg, Windsor, Ontario

Scotiabank; Windsor; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Community involvement

Recognition program

Internal training

Development conversations

Job summary

Scotiabank in Windsor, Ontario is seeking a Senior Financial Advisor to deliver holistic financial planning and personalized banking solutions. You’ll educate clients, build enduring relationships, and help customers achieve their goals through day-to-day banking, investments, and borrowing options.

The role rewards high performance with clear advancement paths, ongoing development discussions, and access to internal training and a supportive leadership team in a collaborative environment.

Qualifications

• Proven ability to meet and exceed sales targets.
• Ability to build and nurture long-lasting client relationships.
• Capability to develop holistic financial plans combining banking, investments and borrowing options.

Responsibilities

• Taking a proactive approach to identifying customer needs and listening to understand their goals.
• Educating clients with relevant insights and expert advice.
• Building comprehensive plans using a holistic approach to help clients reach their financial goals.
• Nurturing strong, long-standing relationships with customers.
• Developing, retaining and growing branch business by delivering against sales goals and ensuring a positive customer experience.

Skills

Relationship building

Strategic thinking

Sales targets

Education

Mutual Funds licence

CIFP Diploma

Job description

About The Role

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 : Windsor