Senior Financial Advisor

2 weeks ago


Trenton, Canada Scotiabank - Global Banking and Markets Full time
About the Role

As a Senior Financial Advisor at Scotiabank - Global Banking and Markets, you will play a crucial role in helping our customers achieve their financial goals. Your primary responsibility will be to provide expert financial advice and guidance to individuals and families, helping them navigate the complexities of wealth management.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet their objectives.
  2. Financial Planning and Advice: Conduct thorough financial assessments, identifying areas for improvement and providing expert advice on investment strategies, wealth management, and financial planning.
  3. Sales and Business Development: Meet and exceed sales targets by delivering exceptional customer service, identifying new business opportunities, and developing strategic plans to grow the business.
  4. Product and Service Knowledge: Stay up-to-date with Scotiabank's products and services, including investment solutions, wealth management, and banking services, to provide clients with comprehensive advice and guidance.
Requirements and Qualifications
  1. Education and Certifications: Hold a Mutual Funds license and completed CIFP Diploma, or equivalent.
  2. Experience and Skills: Proven track record of meeting and exceeding sales targets, excellent communication and interpersonal skills, and a strong understanding of financial planning and wealth management principles.
What We Offer
  1. Opportunity for Growth and Development: Scotiabank offers a collaborative and supportive work environment, with opportunities for professional growth and development.
  2. Recognition and Rewards: Be recognized and rewarded for high-performance, with opportunities for advancement and internal training to support your growth and development.


  • Trenton, New Jersey, 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 providing exceptional service and building strong relationships with our customers. Key Responsibilities: * Take a proactive approach to understanding customer needs and providing personalized...


  • Trenton, New Jersey, 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 providing exceptional service and building strong relationships with our customers. Key Responsibilities: * Take a proactive approach to understanding customer needs and providing personalized...


  • Trenton, Canada Scotiabank Full time

    About the Role As a Senior Financial Advisor at Scotiabank, you will play a key 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 day-to-day banking, investments, and borrowing solutions. Your ability to build strong...


  • Trenton, Canada Scotiabank Full time

    About the Role As a Senior Financial Advisor at Scotiabank, you will play a key 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 day-to-day banking, investments, and borrowing solutions. Your ability to build strong...


  • Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesTake a proactive approach to discovering customer needs and providing expert adviceBuild strong, long-standing...


  • Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesTake a proactive approach to discovering customer needs and providing expert adviceBuild strong, long-standing...


  • Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your primary responsibility will be to provide exceptional service to our customers, understanding their needs, and offering tailored financial solutions to meet their objectives.Key ResponsibilitiesDevelop and...


  • Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your primary responsibility will be to provide exceptional service to our customers, understanding their needs, and offering tailored financial solutions to meet their objectives.Key ResponsibilitiesDevelop and...


  • Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong, long-standing relationships.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to...


  • Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong, long-standing relationships.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to...


  • Trenton, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets.Key ResponsibilitiesCustomer-Centric Approach: Develop and maintain strong relationships with clients, understanding their financial needs and providing expert advice to help them achieve their goals.Financial Planning: Create...


  • Trenton, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets.Key ResponsibilitiesCustomer-Centric Approach: Develop and maintain strong relationships with clients, understanding their financial needs and providing expert advice to help them achieve their goals.Financial Planning: Create...


  • Trenton, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 201817Join 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...


  • Trenton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201817Join 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 AdvisorAt Scotiabank we help employees build their futures – where they...


  • Trenton, Canada Scotiabank Full time

    Requisition ID: 201817 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...


  • Trenton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201817Join 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 AdvisorAt Scotiabank we help employees build their futures – where they...


  • Trenton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201817Join 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 AdvisorAt Scotiabank we help employees build their futures – where they...


  • Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing personalized advice and solutions to help them achieve their objectives.Key...


  • Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing personalized advice and solutions to help them achieve their objectives.Key...


  • Trenton, 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. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and provide expert advice to help them achieve their goals.Key ResponsibilitiesDevelop and implement...