Senior Financial Advisor - Build Client Wealth

Scotiabank; Ottawa; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Development conversations

Internal training

Job summary

Scotiabank Kanata, Ontario invites a Senior Financial Advisor to join our Canadian Banking Branch network. You will deliver tailored financial guidance and help clients plan day-to-day banking, investments, and borrowing solutions.

The role emphasizes building durable relationships, meeting sales targets, and working in an inclusive culture with development opportunities and a strong rewards program.

Qualifications

• Mutual Funds licence and CIFP Diploma required.
• Proven ability to meet/exceed sales targets in fast-paced banking.
• Strong customer-centric advisory approach and communication skills.

Responsibilities

• Identify customer needs and provide holistic financial guidance.
• Educate customers and build comprehensive financial plans.
• Develop and maintain relationships while meeting sales goals.

Skills

Customer relationship management

Sales targets

Financial planning

Strategic thinking

Education

CIFP Diploma

Mutual Funds licence

Job description

Scotiabank Kanata, Ontario invites a Senior Financial Advisor to join our Canadian Banking Branch network. You will deliver tailored financial guidance and help clients plan day-to-day banking, investments, and borrowing solutions.

The role emphasizes building durable relationships, meeting sales targets, and working in an inclusive culture with development opportunities and a strong rewards program.