Strategic Wealth Advisor – Build Plans & Relationships

Scotiabank; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Job summary

Scotiabank in Kanata, Ontario is seeking a Senior Financial Advisor to deliver client-centric financial planning and advisory services. This role focuses on understanding customer needs, educating clients with insights, and building comprehensive financial plans to help them reach goals.

You will nurture long-standing relationships, contribute to branch growth, and align activities with team sales targets within a collaborative, inclusive culture.

Qualifications

• Mutual Funds licence and CIFP Diploma are required.
• Proven ability to meet and exceed sales targets.
• Strong interpersonal and advisory skills for client-focused planning.

Responsibilities

• Identify customer needs and proactively address them.
• Educate clients with relevant insights and expert advice.

Skills

Customer relationships

Strategic mindset

Sales targets

Financial advisory

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Kanata, Ontario is seeking a Senior Financial Advisor to deliver client-centric financial planning and advisory services. This role focuses on understanding customer needs, educating clients with insights, and building comprehensive financial plans to help them reach goals.

You will nurture long-standing relationships, contribute to branch growth, and align activities with team sales targets within a collaborative, inclusive culture.