Senior Financial Advisor: Holistic Planning & Growth

Scotiabank; Guelph; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Growth opportunities and professional/

Development conversations and growth

Job summary

Scotiabank is seeking a Senior Financial Advisor in Ontario (Guelph) to build personalized financial plans for clients, focusing on day-to-day banking, investments, and borrowing solutions. You will educate customers, nurture relationships, and drive branch growth by meeting sales goals in a customer-centric environment.

The role requires a Mutual Funds licence and CIFP Diploma, and offers a competitive compensation package with growth opportunities within a collaborative team.

Qualifications

• Strong ability to build and nurture customer relationships.
• Proven track record of meeting/surpassing sales goals.
• Licensing or certification in mutual funds and CIFP diploma is required or preferred.

Responsibilities

• Identify customer needs and tailor financial plans.
• Educate customers with insights and expert advice.
• Develop comprehensive plans including investments and borrowing solutions.
• Grow branch business by achieving sales goals and delivering a positive customer experience.
• Build long-term relationships with clients and partners.

Skills

Customer relationship building

Strategic financial planning

Sales targets achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in Ontario (Guelph) to build personalized financial plans for clients, focusing on day-to-day banking, investments, and borrowing solutions. You will educate customers, nurture relationships, and drive branch growth by meeting sales goals in a customer-centric environment.

The role requires a Mutual Funds licence and CIFP Diploma, and offers a competitive compensation package with growth opportunities within a collaborative team.