Senior Financial Advisor — Holistic Wealth & Relationships

Scotiabank; Toronto; On-site; CAD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career development opportunities

Job summary

Scotiabank is seeking a Senior Financial Advisor in Scarborough, Ontario. You will connect with customers, build personalized financial plans, and provide expert advice on day-to-day banking, investments, and borrowing solutions.

The role emphasizes relationship-building, sales performance, and delivering exceptional client experiences in a branch setting. You will collaborate with the team to meet growth goals, maintain regulatory standards, and support customers across wealth management and

Qualifications

• Appetite and drive to build strong customer relationships.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Credential: Mutual Funds licence and CIFP Diploma required.

Responsibilities

• Identify customer needs and proactively discover financial goals.
• Educate clients and provide relevant insights and expert advice.
• Build comprehensive financial plans including banking, investments, and borrowing solutions.
• Nurture long-standing relationships and grow branch business.
• Achieve individual and team sales targets to support customer experience.

Skills

Customer relationship building

Sales-driven mindset

Financial planning

Strategic thinking

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in Scarborough, Ontario. You will connect with customers, build personalized financial plans, and provide expert advice on day-to-day banking, investments, and borrowing solutions.

The role emphasizes relationship-building, sales performance, and delivering exceptional client experiences in a branch setting. You will collaborate with the team to meet growth goals, maintain regulatory standards, and support customers across wealth management and