Senior Financial Advisor - Build Lasting Client Futures

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

Benefits offered by this job

Competitive compensation

Benefits package

Career development

Job summary

Scotiabank in Ottawa is seeking a Senior Financial Advisor to join our customer‑centric Canadian Banking Branch network. You will help clients build comprehensive financial plans and deliver expert guidance across day‑to‑day banking, investments and borrowing solutions.

You will nurture long‑standing relationships, strive to meet and exceed sales goals, and contribute to an inclusive, high‑performing culture that supports coaching, learning and career growth.

Qualifications

• 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

Responsibilities

• Take 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

Skills

Customer relationship building

Sales target achievement

Strategic financial planning

Active listening

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Ottawa is seeking a Senior Financial Advisor to join our customer‑centric Canadian Banking Branch network. You will help clients build comprehensive financial plans and deliver expert guidance across day‑to‑day banking, investments and borrowing solutions.

You will nurture long‑standing relationships, strive to meet and exceed sales goals, and contribute to an inclusive, high‑performing culture that supports coaching, learning and career growth.