Senior Financial Advisor - Cottrelle & McVean, Brampton, ON

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

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers’ financial well-being through comprehensive and innovative solutions?

About the role

What your role will be…
Senior Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking 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

What you need to succeed…

• 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

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

We are an international, modern, and digital bank.

Work-life balance matters to us — we are the first bank in Chile to reduce the workweek to 39 hours!

Continuous learning and development — participate in projects, conferences, and events that help you build new skills and gain relevant knowledge.

We are diverse and inclusive.

At Scotiabank, inclusion is part of the way we do business. his opportunity is open in accordance with Law 21.015. If you require any reasonable accommodation to participate in the recruitment process, please let us know.