Senior Financial Advisor (Future opportunity) - Lindsay, Ontario

Scotiabank; Peterborough; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Ontario. The role focuses on building customer relationships, developing personalized financial strategies, and providing exceptional service to help clients succeed. Join an inclusive organization that values collaboration and offers ample opportunities for career growth.

Benefits

Competitive compensation and benefits package

Recognition and rewards for high performance

Career growth opportunities

Commitment to community impact

Qualifications

• Proven ability to meet and exceed sales targets.
• Strategic mindset for personalized financial strategies.
• Drive to build strong customer relationships.

Responsibilities

• Educate customers with insights and advice.
• Build comprehensive financial plans.
• Nurture strong, long-standing relationships.

Skills

Relationship Building

Customer Service

Sales Strategies

Education

CIFP Diploma

Mutual Funds License

Job description

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Requisition ID: 220689

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 succeed together. With a commitment to diversity and inclusion, and a culture focused on coaching, learning, and development, there are endless possibilities. At Scotiabank, you can make an impact by helping shape the futures of our 25 million customers. 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:

• Proactively discovering customer needs, listening to understand their requests
• Educating customers with relevant insights and expert advice
• Building comprehensive financial plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining, and growing the branch business by meeting 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 banking, investments, and borrowing solutions
• Proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals
• A Mutual Funds license and completed CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers
• A competitive compensation and benefits package
• An organization committed to making a difference in communities for you and our customers
• Recognition and rewards for high performance, supported by leadership through meaningful development conversations and internal training
• Clear, transparent criteria for career progression
• Career growth opportunities from your current branch without needing to transfer or wait for vacancies, allowing you to build deeper relationships and grow your expertise

Location(s): Canada : Ontario : Lindsay, Cannington, Fenelon Falls, Peterborough, Port Perry

Scotiabank, a leading bank in the Americas, guided by our purpose: "for every future," helps our customers, families, and communities succeed through advice, products, and services across personal banking, wealth management, corporate banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. For technical assistance, click here. Candidates must apply online; only those selected for interviews will be contacted.