Senior Financial Advisor - Scotia Plaza, Downtown Toronto, ON

Scotiabank; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking organization as a Senior Financial Advisor, where you will be part of a collaborative team dedicated to making a positive impact. This role emphasizes building strong customer relationships and crafting personalized financial strategies to guide clients in achieving their goals. With a commitment to diversity and inclusion, you will thrive in a high-performing culture that values coaching and development. Expect a competitive compensation package and the opportunity to progress your career without needing to change branches. Make a difference in the lives of customers while growing your expertise in the financial sector.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership

Internal training programs

Qualifications

• Proven ability to build strong customer relationships and meet sales targets.
• Strategic mindset for developing personalized financial strategies.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Develop and grow the branch business by achieving sales goals.

Skills

Customer Relationship Management

Sales Target Achievement

Financial Strategy Development

Listening Skills

Education

CIFP Diploma

Mutual Funds License

Job description

Requisition ID: 221504

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

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.

Location(s): Canada : Ontario : Toronto