Senior Financial Advisor — Build Wealth & Relationships

Scotiabank; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Ottawa is seeking a Senior Financial Advisor to deliver exceptional customer service and develop personalized financial strategies. The ideal candidate will have a strong drive for relationship building and sales target achievement, alongside required qualifications. This role offers a competitive compensation package and opportunities for career progression within a collaborative team environment.

Benefits

Competitive compensation and benefits

Career progression opportunities

Supportive leadership

Qualifications

• Drive to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven ability to meet sales targets in a fast-paced environment.

Responsibilities

• Discover customer needs and provide expert advice.
• Nurture strong relationships and grow branch business.
• Deliver against sales goals for a positive customer experience.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Ottawa is seeking a Senior Financial Advisor to deliver exceptional customer service and develop personalized financial strategies. The ideal candidate will have a strong drive for relationship building and sales target achievement, alongside required qualifications. This role offers a competitive compensation package and opportunities for career progression within a collaborative team environment.