Senior Financial Advisor - Holistic Wealth Planner

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

Job summary

Scotiabank in Bancroft, Ontario is seeking a Senior Financial Advisor to serve our community customers with personalized banking, investment and borrowing advice. You will connect with clients, uncover needs and build holistic plans that support their financial futures.

Join a team that values inclusion and development, with clear paths for growth and a commitment to helping clients reach their goals through proactive planning and exceptional service.

Qualifications

• Strong customer relationship skills.
• Ability to develop personalized financial strategies including banking, investments and borrowing.
• Proven track record of meeting sales targets in a fast-paced environment.
• Mutual Funds licence and CIFP Diploma are required.

Responsibilities

• Identify customer needs, listen, and provide expert financial advice.
• Build comprehensive plans using a holistic approach to help clients achieve goals.
• Nurture relationships and grow branch business by meeting sales targets.
• Educate customers with relevant insights and guidance.

Skills

Customer relationship building

Strategic thinking

Sales target achievement

Education

CIFP Diploma

Mutual Funds licence

Job description

Scotiabank in Bancroft, Ontario is seeking a Senior Financial Advisor to serve our community customers with personalized banking, investment and borrowing advice. You will connect with clients, uncover needs and build holistic plans that support their financial futures.

Join a team that values inclusion and development, with clear paths for growth and a commitment to helping clients reach their goals through proactive planning and exceptional service.