Senior Financial Advisor- Taunton & Westney

Scotiabank; Ajax; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Career development opportunities

Internal training to support growth

Transparent progression criteria

Recognition for high performance

Job summary

Scotiabank is seeking a Senior Financial Advisor in Ajax, Ontario. You will engage clients to understand their financial goals, educate them with insights, and develop holistic plans to help achieve their objectives.

You will build trusted relationships, aim to exceed sales targets, and contribute to branch growth while following Scotiabank's commitment to diversity and inclusion.

Qualifications

• Building strong customer relationships and understanding client needs.
• Developing personalized financial strategies including investments and borrowing solutions.
• Ability to meet and exceed sales targets in a fast-paced environment.

Responsibilities

• Take proactive approach to discovering customer needs and listening to understand their requests.
• Educate clients with relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach.
• Nurture long-standing client relationships.
• Grow branch business by delivering against sales goals and providing a positive customer experience.

Skills

Customer relationships

Sales targets

Financial planning

Education

CIFP Diploma

Mutual Funds licence

Job description

Requisition ID: 273126
Employee Referral Program – Potential Reward:$2,000.00
We are committed to investing in our employees and helping you continue your career at Scotiabank.

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…

• 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 : Ajax

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.

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.