Senior Financial Advisor - Pinecrest Mall, Ottawa, ON

Scotiabank; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ottawa is seeking a Senior Financial Advisor to build strong customer relationships and provide personalized financial strategies. The role emphasizes exceptional service and meeting sales goals in a dynamic environment. Candidates should hold a Mutual Funds licence and a CIFP Diploma. Competitive compensation and benefits offer career advancement opportunities within a collaborative team.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Inclusive and accessible work environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Appetite to build strong customer relationships.
• Ability to develop personalized financial strategies.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Proactively discover customer needs and provide relevant insights.
• Nurture long-standing relationships to grow the branch business.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.

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 customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s 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 align 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.

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.