Senior Financial Advisor - Build Holistic Plans

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

Benefits offered by this job

Competitive pay

Benefits package

Community impact

Performance recognition

Career progression

Internal advancement

Job summary

Scotiabank in Toronto is seeking a Senior Financial Advisor who connects with customers and builds comprehensive financial plans. You will help clients with day‑to‑day banking, investments and borrowing solutions while nurturing long‑standing relationships.

This customer‑centric role within the Canadian Banking Branch network emphasizes meeting sales targets, coaching, and development through a collaborative leadership team, with clear pathways to growth.

Qualifications

• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Mutual Funds licence and CIFP Diploma are required.

Responsibilities

• Taking a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educating customers, providing relevant insights and expert advice.
• Building customers' 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.

Skills

Customer relationship skills

Financial planning mindset

Sales target achievement

Education

CIFP Diploma

Mutual Funds licence

Job description

Scotiabank in Toronto is seeking a Senior Financial Advisor who connects with customers and builds comprehensive financial plans. You will help clients with day‑to‑day banking, investments and borrowing solutions while nurturing long‑standing relationships.

This customer‑centric role within the Canadian Banking Branch network emphasizes meeting sales targets, coaching, and development through a collaborative leadership team, with clear pathways to growth.