Senior Financial Advisor - Build Personal Wealth & Plans

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

Benefits offered by this job

Competitive compensation

Career development opportunities

Job summary

Scotiabank in Canada is seeking a Senior Financial Advisor to help clients build comprehensive financial plans. You will provide personalized guidance across day-to-day banking, investments and borrowing, and work within a supportive, performance-driven culture.

The role requires a Mutual Funds licence and CIFP Diploma, a proven track record of meeting sales targets, and strong relationship-building skills. You will partner with a diverse team to deliver outstanding client service and growth.

Qualifications

• Must hold a CIFP Diploma and Mutual Funds licence.
• Strong relationship-building and sales-target achievement skills.
• Excellent communication and advisory capabilities.

Responsibilities

• Develop personalized financial plans for clients.
• Educate clients on banking, investments and borrowing solutions.
• Build and nurture long-term client relationships.
• Achieve and exceed individual and team sales goals.
• Collaborate with branch teams to deliver exceptional service.

Skills

Customer relationship building

Sales proficiency

Financial consultation

Communication skills

Education

CIFP Diploma

Mutual Funds licence

Job description

Scotiabank in Canada is seeking a Senior Financial Advisor to help clients build comprehensive financial plans. You will provide personalized guidance across day-to-day banking, investments and borrowing, and work within a supportive, performance-driven culture.

The role requires a Mutual Funds licence and CIFP Diploma, a proven track record of meeting sales targets, and strong relationship-building skills. You will partner with a diverse team to deliver outstanding client service and growth.