Senior Financial Advisor - Scotia Plaza, Downtown Toronto, ON

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

Job summary

An established industry player is seeking a Senior Financial Advisor to join their dynamic team in downtown Toronto. In this role, you will leverage your expertise to build strong customer relationships and develop personalized financial strategies that align with clients' goals. You will be part of a collaborative and innovative environment that values diversity and inclusion, where your contributions can make a significant impact on the lives of millions. This position offers a competitive compensation package and numerous opportunities for professional growth within a forward-thinking organization committed to community success.

Benefits

Competitive compensation package

Career development opportunities

Collaborative team environment

Recognition for high performance

Qualifications

• Strong customer relationship skills with a strategic mindset.
• Proven ability to exceed sales targets in a fast-paced environment.

Responsibilities

• Discover customer needs and provide expert advice.
• Build comprehensive financial plans to achieve client goals.
• Grow branch business by meeting individual and team sales goals.

Skills

Customer Relationship Management

Sales Target Achievement

Financial Strategy Development

Communication Skills

Education

CIFP Diploma

Mutual Funds License

Job description

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

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…

• 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

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.