Senior Financial Advisor - North Bay & Surrounding Markets

Scotiabank; Mattawa; On-site; CAD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive pay

Career development

Internal training

Job summary

Scotiabank in Canada seeks a Senior Financial Advisor to deliver personalized banking guidance and wealth planning for our customers across North Bay, Powassan, and Mattawa. You will build deep relationships, educate clients on day-to-day banking, investments and borrowing solutions, and create holistic plans to help them reach financial goals.

This role rewards performance with development opportunities and a strong team culture.

Qualifications

• Mutual Funds licence and CIFP Diploma required.
• Ability to build personalized financial plans for clients.
• Proven track record of meeting and exceeding sales targets in a banking environment.

Responsibilities

• Identify customer needs and provide expert financial advice.
• Educate and inform customers on products and services.
• Develop comprehensive financial plans to help clients achieve their goals.
• Nurture and grow long-term customer relationships.
• Achieve individual and team sales targets while delivering a positive customer experience.

Skills

Customer relationships

Sales targets

Financial planning

Needs assessment

Education

CIFP Diploma

Mutual Funds Licence

Job description

Scotiabank in Canada seeks a Senior Financial Advisor to deliver personalized banking guidance and wealth planning for our customers across North Bay, Powassan, and Mattawa. You will build deep relationships, educate clients on day-to-day banking, investments and borrowing solutions, and create holistic plans to help them reach financial goals.

This role rewards performance with development opportunities and a strong team culture.