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 your expertise in financial planning will help shape the futures of clients in a vibrant downtown environment. This role emphasizes building lasting relationships and providing tailored financial advice, ensuring that clients achieve their goals through innovative banking solutions. With a commitment to community involvement and a culture that values diversity and inclusion, you will thrive in a supportive atmosphere that encourages professional growth and recognition for high performance. If you are passionate about making a difference and advancing your career, this opportunity is perfect for you.

Benefits

Competitive compensation and benefits

Career growth opportunities

Community involvement

Recognition for high performance

Qualifications

• Strong desire to build lasting customer relationships.
• Proven track record of exceeding sales targets.

Responsibilities

• Connect with customers to understand their needs.
• Develop comprehensive financial plans for clients.
• Achieve sales targets to support branch growth.

Skills

Customer Relationship Management

Sales Strategy

Financial Planning

Investment Knowledge

Education

CIFP Diploma

Mutual Funds License

Job description

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Title: Senior Financial Advisor - Scotia Plaza, Downtown Toronto, ON

Requisition ID: 221504

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

Role Overview:

The Senior Financial Advisor at Scotiabank helps clients build their futures by providing personalized financial advice and solutions. We foster a culture of diversity, inclusion, coaching, learning, and development, enabling you to make a meaningful impact on the lives of our 25 million customers.

Key Responsibilities:

• Connect with customers to understand their needs through proactive listening.
• Educate clients by providing relevant insights and expert advice.
• Develop comprehensive financial plans to help clients achieve their goals.
• Build and nurture long-term relationships with clients.
• Achieve individual and team sales targets to support positive customer experiences and grow the branch business.

Qualifications:

• Strong desire and ability to build lasting customer relationships.
• Strategic mindset to develop personalized financial strategies, including banking, investments, and borrowing solutions.
• Proven track record of meeting and exceeding sales targets in a fast-paced environment.
• Mutual Funds license and completed CIFP Diploma required.

What We Offer:

• Opportunity to be part of a forward-thinking, collaborative organization with innovative colleagues.
• Competitive compensation and benefits package.
• Commitment to community involvement and making a difference.
• Recognition and rewards for high performance, with leadership support for development and career growth.
• Transparent criteria for career progression.
• Opportunity to advance within your current branch without relocation, building deeper relationships and expertise.

Location: Toronto, Ontario, Canada

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help customers, families, and communities succeed through a broad range of banking and financial services.

We value diverse skills and experiences and are committed to an inclusive, accessible environment. If accommodations are needed during the recruitment process, please inform our Recruitment team. Candidates must apply online; only selected candidates will be contacted for interviews.