Senior Financial Advisor - Spadina & Dundas, Toronto, ON

Scotiabank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Career development opportunities

Recognition for high performance

Job summary

Scotiabank is seeking a Senior Financial Advisor in Toronto to join their customer-centric team. In this role, you will build strong customer relationships, provide expert financial advice, and develop personalized financial strategies to help clients achieve their goals.

This position offers a competitive compensation package and emphasizes the importance of diversity and inclusion within the organization. You’ll have opportunities for growth and meaningful career advancement without needing to change branches.

Qualifications

• Proven ability to exceed sales targets in a fast-paced environment.
• Strategic mindset for developing personalized financial strategies.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Develop and grow branch business by meeting sales goals.
• Nurture strong relationships with customers.

Skills

Customer relationship building

Strategic financial planning

Sales targets achievement

Listening and understanding customer needs

Education

CIFP Diploma

Mutual Funds license

Job description

Requisition ID: 263659

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

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.

Location(s): Canada : Ontario : Toronto

Scotiabank is an equal opportunity employer committed to diversity and inclusion. We provide accommodations throughout the recruitment process and are committed to creating an inclusive environment.

Applicants requiring accommodation should contact recruitment for assistance.