Senior Financial Advisor - North Bay - Business Banking Centre, ON

Scotiabank; North Bay; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Financial Advisor to join their dynamic team in North Bay. This role emphasizes building strong customer relationships and delivering personalized financial strategies. With a commitment to diversity and inclusion, the organization fosters a collaborative environment where innovative thinkers can thrive. Advisors will have the opportunity to make a significant impact on customers' financial futures while enjoying a competitive compensation package and clear career progression paths. If you are passionate about helping others and want to grow your career in a supportive setting, this is the perfect opportunity for you.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership

Collaborative team environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Build strong customer relationships and provide exceptional service.
• Develop comprehensive financial plans to help customers achieve their goals.

Skills

Customer Relationship Management

Sales Strategy Development

Financial Advisory

Listening Skills

Education

Mutual Funds Licence

CIFP Diploma

Job description

Requisition ID: 221564

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

What your role will be…
Senior Financial Advisor
At Scotiabank, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customers needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights, and expert advice
• Building our customers’ comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer’s stated goals
• A Mutual Funds licence and completed CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair, enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Ontario : North Bay

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.