Senior Financial Advisor

2 months ago


Acton, Canada Scotiabank Full time

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

What your role will be…
Senior Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…

  • Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
  • Educating our customers, providing relevant insights and expert advice.
  • Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals.
  • Nurturing strong, long-standing relationships.
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

What you need to succeed…

  • 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.
  • A Mutual Funds licence and completed CIFP Diploma.

What we’re offering…

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities– for you and our customers.
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • You’ll receive clear, transparent criteria to progress in your career.
  • You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Ontario : Acton || Canada : Ontario : Brampton || Canada : Ontario : Milton || Canada : Ontario : Mississauga

Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

#J-18808-Ljbffr

  • Acton Vale, Quebec, Canada Scotiabank Full time

    ## About the Role At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in delivering exceptional customer experiences and driving business growth. ## Key Responsibilities * Develop and maintain strong relationships with customers to understand their financial needs and...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    ## About the Role At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in delivering exceptional customer experiences and driving business growth. ## Key Responsibilities * Develop and maintain strong relationships with customers to understand their financial needs and...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong,...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong,...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.You will be building strong,...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.You will be building strong,...


  • Acton, Canada Scotiabank Full time

    Requisition ID: 204631Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Acton, Canada Scotiabank Full time

       Requisition ID: 204631Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Acton, Canada Scotiabank Full time

    Requisition ID: 204631 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build a secure future. Your expertise in financial planning, investment advice, and customer relationship management will be essential in driving business growth and...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build a secure future. Your expertise in financial planning, investment advice, and customer relationship management will be essential in driving business growth and...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    {"h2": "About the Role", "p": "As a Senior Financial Advisor at Scotiabank, you will be an essential member of the Canadian Banking Branch network. Your focus will be to provide exceptional service throughout the customer's journey by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    {"h2": "About the Role", "p": "As a Senior Financial Advisor at Scotiabank, you will be an essential member of the Canadian Banking Branch network. Your focus will be to provide exceptional service throughout the customer's journey by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them...


  • Acton, Canada Scotiabank Full time

    Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...As a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...As a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key...

  • Financial Advisor

    4 months ago


    Acton, Canada Scotiabank Full time

    Requisition ID: 199615 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Acton, Canada Tandia Financial Credit Union Ltd. Full time

    **Your Work at a Glance** In this role, you will be a vital part of our in-branch team, by providing a full range of services to our members including responding to members’ inquiries, analyzing members needs, processing member transactions (cash and other general services) and actively soliciting new business by following up on staff referrals, assigned...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with clients to understand their financial needs and goals.Provide expert advice and guidance on financial planning, investment strategies, and wealth management solutions.Build and implement comprehensive financial plans that align with clients' objectives and risk tolerance.Stay...


  • Acton Vale, Quebec, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with clients to understand their financial needs and goals.Provide expert advice and guidance on financial planning, investment strategies, and wealth management solutions.Build and implement comprehensive financial plans that align with clients' objectives and risk tolerance.Stay...