Senior Financial Advisor — Grow Client Wealth & Relationships

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

Benefits offered by this job

Competitive compensation and benefits

Growth and development opportunities

Job summary

Scotiabank in Whitby, Ontario is seeking a Senior Financial Advisor to serve clients with comprehensive financial guidance. You will connect with customers, assess needs, and deliver tailored banking, investment, and borrowing solutions.

You will educate clients, build holistic plans, nurture long-term relationships, and help the branch achieve its sales goals. A Mutual Funds licence and CIFP Diploma are required, with a commitment to diversity and development.

Qualifications

• Strong customer service and relationship-building skills.
• Ability to meet and exceed sales targets.
• Knowledge of day-to-day banking, investments, and borrowing solutions.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educate customers, providing relevant insights and expert advice.
• Build customers’ comprehensive plans using a holistic approach to help them achieve their goals.
• Nurture strong, long-standing relationships.
• Develop, retain and grow the branch business by delivering against sales goals.

Skills

Customer relationship building

Sales target achievement

Financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Whitby, Ontario is seeking a Senior Financial Advisor to serve clients with comprehensive financial guidance. You will connect with customers, assess needs, and deliver tailored banking, investment, and borrowing solutions.

You will educate clients, build holistic plans, nurture long-term relationships, and help the branch achieve its sales goals. A Mutual Funds licence and CIFP Diploma are required, with a commitment to diversity and development.