Senior Financial Advisor – Banking, Credit & Investment

Scotiabank; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution is looking for a Senior Financial Advisor located in Ottawa, Ontario. This role emphasizes building strong customer relationships and developing personalized financial strategies to meet individual goals. The successful candidate will drive sales in a fast-paced environment, supported by a competitive compensation and benefits package. The position offers opportunities for career advancement and professional development, with a starting salary range of $35.90 to $86.54 per hour.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Support for professional development

Qualifications

• Proven experience in building strong customer relationships.
• Strategic mindset to tailor financial solutions.
• Ability to exceed sales targets within a fast-paced environment.

Responsibilities

• Understand customer needs through active listening.
• Provide expert financial advice and insights.
• Develop comprehensive financial plans for clients.

Skills

Customer relationship building

Personalized financial strategies

Sales targets achievement

Mutual Funds licence

Education

Completed CIFP Diploma

Job description

A major financial institution is looking for a Senior Financial Advisor located in Ottawa, Ontario. This role emphasizes building strong customer relationships and developing personalized financial strategies to meet individual goals. The successful candidate will drive sales in a fast-paced environment, supported by a competitive compensation and benefits package. The position offers opportunities for career advancement and professional development, with a starting salary range of $35.90 to $86.54 per hour.