Strategic Financial Advisor – Banking & Wealth

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

Job summary

Scotiabank is seeking a Senior Financial Advisor in Strathroy, Ontario, to deliver client-focused financial guidance within Canada’s banking network. You will engage customers, assess needs, and guide them through day-to-day banking, investments, and borrowing solutions, building comprehensive plans to help clients achieve long-term goals.

The role emphasizes relationship-building, meeting sales targets, and guiding clients with licensed product expertise.

Qualifications

• Build strong customer relationships and understand client needs.
• Develop personalized financial strategies including banking, investments and borrowing.
• Proven ability to meet and exceed sales targets in a fast-paced environment.

Responsibilities

• Provide proactive, customer-centric financial guidance across banking, investments and loans.
• Educate clients with relevant insights and expert advice to support goal attainment.
• Build comprehensive financial plans and nurture long-standing relationships.
• Retain and grow branch business by delivering against individual and team sales goals.
• Collaborate with peers to ensure a positive customer experience across the journey.

Skills

Customer relationships

Sales targets

Strategic thinking

Education

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in Strathroy, Ontario, to deliver client-focused financial guidance within Canada’s banking network. You will engage customers, assess needs, and guide them through day-to-day banking, investments, and borrowing solutions, building comprehensive plans to help clients achieve long-term goals.

The role emphasizes relationship-building, meeting sales targets, and guiding clients with licensed product expertise.