Scotiabank

Senior Financial Advisor

Scotiabank

Cambridge, Ontario, Canada · Full Time

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Experience
Any
Salary
—
Openings
1
Posted
1 week ago
Work mode
In office
Resume
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Job description

About the Role

Join a purpose-driven, results-focused team within an inclusive and high-performing culture at Scotiabank. As a Senior Financial Advisor based in Cambridge, Ontario, you will play a pivotal role in supporting the futures of our 25 million customers by delivering comprehensive financial guidance.

Key Responsibilities

  • Proactively identify and understand customer needs with attentive listening.
  • Offer education, expert advice, and insights to customers to guide their financial decisions.
  • Develop holistic, tailored financial plans that assist customers in achieving their goals.
  • Foster strong, long-term relationships with clients for ongoing support and growth.
  • Drive branch business growth by meeting individual and team sales objectives, ensuring positive customer experiences.

Qualifications and Skills

  • A strong motivation and capability to build and maintain meaningful customer relationships.
  • A strategic approach in creating personalized financial solutions covering day-to-day banking, investments, and borrowing.
  • A proven track record of consistently achieving sales targets in dynamic, fast-paced environments aligned to customer objectives.
  • Mandatory Mutual Funds license and completion of the Canadian Investment Funds Course (CIFP) diploma.

What We Offer

  • Opportunity to work within an innovative and collaborative team environment.
  • A competitive compensation and benefits package that rewards high performance.
  • Commitment to community impact benefiting employees and customers alike.
  • Supportive leadership fostering meaningful development conversations for career advancement.
  • Transparent criteria for career progression without the need to change branch locations.

Additional Details

Location: Cambridge, Ontario, Canada. Scotiabank values diversity, inclusion, and accessibility in the workplace. Accommodations for recruitment and selection processes are available upon request to meet various candidate needs. Only applicants selected for interview will be contacted.

Level

Senior

Industry

Banking

How they work

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