Senior Financial Advisor - St. George's Square, Guelph, Ontario

Scotiabank; Guelph; 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. This role emphasizes building strong customer relationships and developing personalized financial strategies to help clients achieve their goals. With a commitment to diversity and inclusion, the organization fosters a collaborative environment where innovative thinkers can thrive. Advisors will play a crucial role in enhancing customer experiences while meeting sales targets in a fast-paced setting. If you are passionate about making a difference in the community and helping clients succeed, this opportunity is perfect for you.

Benefits

Competitive compensation

Benefits package

Internal training programs

Career progression opportunities

Recognition for high performance

Qualifications

• Strong ability to build and nurture customer relationships.
• Strategic mindset for personalized financial strategies.

Responsibilities

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

Skills

Customer Relationship Management

Sales Strategy Development

Financial Planning

Investment Knowledge

Education

CIFP Diploma

Mutual Funds License

Job description

Requisition ID: #

Join a purpose-driven, high-performing team committed to results.

About the role

Position: Senior Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. We are committed to diversity, inclusion, and a culture focused on coaching, learning, and development. Join us to make an impact and help shape the futures of our 25 million customers. Find your future here.

What you’ll be doing

Our Advisors are customer-centric and excel at connecting with people. As a vital part of the Canadian Banking Branch network, your focus will be to provide exceptional service throughout the customer’s journey by:

1. Proactively discovering customer needs and listening to understand their requests.
2. Educating customers with relevant insights and expert advice.
3. Building comprehensive plans using a holistic approach to help customers achieve their goals.
4. Nurturing long-term relationships.
5. Developing, retaining, and growing the branch business by meeting sales goals that support a positive customer experience.

What you need to succeed

1. Strong desire and ability to build customer relationships.
2. A strategic mindset for developing personalized financial strategies, including banking, investments, and borrowing solutions.
3. Proven success in meeting and exceeding sales targets in a fast-paced environment aligned with customer goals.
4. Mutual Funds license and completed CIFP Diploma.

What we’re offering

1. Opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers.
2. Competitive compensation and benefits.
3. A commitment to making a difference in communities for you and our customers.
4. Recognition and rewards for high performance, supported by leadership through meaningful development conversations.
5. Internal training and clear criteria for career progression without needing to change branches.

Locations

Canada: Ontario - Guelph, Kitchener, Milton, Waterloo

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We assist customers, families, and communities in achieving success through a broad range of financial services. We value diverse skills and experiences and are committed to an inclusive environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Only candidates considered for an interview will be contacted.