Senior Financial Advisor - Danforth & Main, Toronto, ON

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

Benefits offered by this job

Competitive compensation

Benefits package

Career development

Internal mobility

Work-life balance

Job summary

Scotiabank in Toronto seeks a Senior Financial Advisor to join our Canadian Banking Branch network. You will help clients build their futures by delivering personalized financial strategies, including day-to-day banking, investments, and borrowing solutions, while delivering exceptional service throughout the client journey.

The role emphasizes proactive relationship building, meeting sales targets, ongoing education, and licensing requirements such as Mutual Funds license/CIFP diploma.

Qualifications

• Minimum CIFP Diploma or equivalent mutual funds licensing.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strong skills in building long-term client relationships.
• Strategic mindset for personalized financial planning and guidance.

Responsibilities

• Engage with clients to uncover financial needs and provide tailored guidance.
• Educate clients on investment, banking, and borrowing options.
• Develop comprehensive financial plans and nurture relationships.
• Achieve branch sales goals while delivering excellent service.
• Support clients across the Canadian Banking network.

Skills

Customer relationships

Strategic financial planning

Sales targets

CIFP Diploma

Education

CIFP Diploma (Mutual Funds licence)

Job description

Requisition ID: 272702

Join our team!

Would you like to be part of an organization with over that 35 years in the market, dedicated to improving our clients' financial situation through comprehensive and innovative solutions?

At Scotiabank, our mission is to provide an environment that enable our employees to maximize their potential. By choosing us, you will become part of personal and professional growth experience, driven by a brand that opens doors to this possibility.

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.

Location(s): Canada : Ontario : Toronto

Why choose us?

• We are an international, modern, and digital bank.
• Work- life balance - the first bank to reduce the workweek to 39 hours!
• Great internal mobility opportunities - we want you to grow and develop professionally!
• Education and continuous learning - participate in projects, conferences, and events to develop new skills and relevant knowledge.
• Opportunity to work on projects with teams from other countries, as we encourage the exchange of ideas.
• Excellent benefits: choose your days off, choose how to distribute your bonuses, and enjoy health and education agreements.
• We are diverse and inclusive.

At Scotiabank, inclusion is part of the way we do banking. This application process is open in accordance with Law 21.015. If you need any reasonable accommodation to participate in the process, please let us know.

Don’t hesitate to apply - join this journey and become our next Scotiabanker!