Senior Financial Advisor — Transform Client Financial Futures

Scotiabank; Hamilton; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Internal training & development

Career growth opportunities

Inclusive environment

Job summary

Scotiabank in Hamilton, Ontario is seeking a Senior Financial Advisor to support customers across day-to-day banking, investments and borrowing solutions. You will build personalized plans and nurture long-term relationships within a collaborative branch team.

As a key advisor, you will educate clients with insights, help them achieve financial goals, and contribute to branch growth by meeting sales targets while upholding Scotiabank's commitment to inclusion and excellence.

Qualifications

• 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.
• A Mutual Funds licence and completed CIFP Diploma.

Responsibilities

• Taking a proactive approach to discovering customer needs and listening to understand what they are asking for
• Educating customers, providing relevant insights and expert advice
• Building customers’ 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

Skills

Customer relationships

Sales acumen

Financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Hamilton, Ontario is seeking a Senior Financial Advisor to support customers across day-to-day banking, investments and borrowing solutions. You will build personalized plans and nurture long-term relationships within a collaborative branch team.

As a key advisor, you will educate clients with insights, help them achieve financial goals, and contribute to branch growth by meeting sales targets while upholding Scotiabank's commitment to inclusion and excellence.