Strategic Financial Advisor: Build Client Plans & Growth

Scotiabank; Strathroy; On-site; CAD 65,000 - 95,000; Full time

Job summary

Scotiabank in Strathroy, Ontario is seeking a Senior Financial Advisor to help clients plan their futures with personalised banking, investments and borrowing solutions. You will deliver holistic financial plans, educate customers and build lasting relationships in a fast-paced branch setting.

We expect strong sales acumen, a client-focused mindset and relevant licenses (Mutual Funds licence, CIFP Diploma). Join a purpose-driven team that values inclusivity, development and community impact.

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 that align to a customer’s stated goals.
• Mutual Funds licence and CIFP Diploma completed.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand what they are asking for
• Educate customers, providing relevant insights and expert advice
• Build customers’ comprehensive plans using a holistic approach to help them achieve their goals
• Nurture strong, long-standing relationships
• Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience

Skills

Customer relationship

Sales orientation

Communication skills

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Strathroy, Ontario is seeking a Senior Financial Advisor to help clients plan their futures with personalised banking, investments and borrowing solutions. You will deliver holistic financial plans, educate customers and build lasting relationships in a fast-paced branch setting.

We expect strong sales acumen, a client-focused mindset and relevant licenses (Mutual Funds licence, CIFP Diploma). Join a purpose-driven team that values inclusivity, development and community impact.