Senior Financial Advisor - Growth, Impact & Career Mobility

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

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.