Senior Financial Advisor - Downtown Ottawa, ON

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

Title: Senior Financial Advisor - Downtown Ottawa, ON

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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: Canada : Ontario : Ottawa

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.