Strategic Financial Advisor: Build Plans & Relationships

Scotiabank; Alliston; On-site; CAD 55,000 - 85,000; Full time

Job summary

Scotiabank is seeking a Senior Financial Advisor in Ontario to deliver tailored financial advice and planning for clients across personal banking, investments and borrowing solutions. You will build trust through proactive needs discovery and education, while advancing branch goals in a collaborative, performance-driven environment.

You will work within the Canadian Banking Branch network, serving customers with a holistic approach and a focus on long-term relationships, growth, and high-quality

Qualifications

• Proven ability to build lasting customer relationships.
• Track record of meeting/exceeding sales targets in a fast-paced environment.
• Strong customer service mindset with financial acumen.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand their goals.
• Educate customers with expert financial insights and guidance.
• Build comprehensive financial plans including day-to-day banking, investments and borrowing solutions.
• Nurture strong, long-standing relationships with clients and branches.
• Develop, retain and grow branch business by delivering against sales targets.

Skills

Relationship building

Sales targets

Customer service

Strategic mindset

Education

CIFP Diploma

Mutual Funds licence

Job description

Scotiabank is seeking a Senior Financial Advisor in Ontario to deliver tailored financial advice and planning for clients across personal banking, investments and borrowing solutions. You will build trust through proactive needs discovery and education, while advancing branch goals in a collaborative, performance-driven environment.

You will work within the Canadian Banking Branch network, serving customers with a holistic approach and a focus on long-term relationships, growth, and high-quality