Senior Financial Advisor – Scarborough – Holistic Planning

Scotiabank; Toronto; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Professional development and internal/

Work-life balance

Job summary

Scotiabank in Toronto area is seeking a Senior Financial Advisor to help customers plan their financial futures with a holistic approach. You will build comprehensive plans, provide expert advice, and nurture long-standing relationships across the branch network.

This role emphasizes growth in sales while delivering exceptional service. The candidate will hold a Mutual Funds licence and a CIFP Diploma, with a track record of meeting targets in a fast-paced environment.

Qualifications

• 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.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• A Mutual Funds licence and completed CIFP Diploma.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educate customers with relevant insights and expert advice.
• Build customers' comprehensive plans using a holistic approach to help them achieve goals.
• Nurture strong, long-standing relationships and grow the branch business.
• Deliver against individual and team sales goals that support a positive customer experience.

Skills

Relationship building

Sales targets

Financial planning

Mutual Funds licence

Education

CIFP Diploma

Job description

Scotiabank in Toronto area is seeking a Senior Financial Advisor to help customers plan their financial futures with a holistic approach. You will build comprehensive plans, provide expert advice, and nurture long-standing relationships across the branch network.

This role emphasizes growth in sales while delivering exceptional service. The candidate will hold a Mutual Funds licence and a CIFP Diploma, with a track record of meeting targets in a fast-paced environment.