Strategic Financial Solutions Expert

3 weeks ago


Saugeen Shores, Ontario, Canada Scotiabank Full time

Requisition ID: 200691

At Scotiabank, we're committed to delivering exceptional service and helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our customers, helping them navigate the complexities of personal and commercial banking.

About the Role

As a Senior Financial Advisor, you'll be responsible for:

  • Building strong relationships with our customers, understanding their financial needs and goals
  • Providing expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions
  • Developing and implementing comprehensive financial plans that meet the unique needs of each customer
  • Nurturing long-term relationships with our customers, helping them achieve their financial objectives
  • Working collaboratively with our team to deliver exceptional customer service and drive business growth

What You'll Need to Succeed

  • A proven track record of success in a financial services role, with a strong understanding of personal and commercial banking products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues
  • A strategic mindset, with the ability to develop and implement comprehensive financial plans
  • A Mutual Funds licence and completed CIFP Diploma

What We're Offering

  • A competitive compensation and benefits package
  • The opportunity to work with a leading bank in the Americas, committed to delivering exceptional service and helping our customers achieve their financial goals
  • A collaborative and supportive team environment, with opportunities for growth and development
  • Recognition and rewards for high-performance, with clear criteria for career progression

Location(s): Canada : Ontario : Port Elgin

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. 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.



  • Saugeen Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 200691At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to our customers, helping them achieve their financial goals.About the RoleAs a Senior Financial Advisor, you'll be responsible for:Building strong relationships...


  • Saugeen Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 200691About Our RoleKey Responsibilities:Take a proactive approach to discovering customer needs and providing expert adviceBuild long-standing relationships with customers and develop personalized financial strategiesMeet and exceed sales targets in a fast-paced environmentEducate customers on relevant insights and productsWhat We're Looking...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    At Scotiabank, we are committed to building the futures of our 25 million customers. As a Senior Financial Advisor, you will play a crucial role in making this happen.About the RoleWe are seeking an exceptional individual who can provide expert financial advice and guidance to our customers. Your key responsibilities will include:Taking a proactive approach...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Discover Your Future at Scotiabank As a Senior Financial Advisor, you will be an essential member of the Canadian Banking Branch network, focused on providing exceptional service throughout the customer's journey. Key Responsibilities: Take a proactive approach to discovering customer needs, listening to understand what they are asking for ...


  • Saugeen Shores, Ontario, Canada Scotiabank Full time

    About the RoleWe're seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you'll be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTaking a proactive approach to understanding customer needs and delivering...


  • Saugeen Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 200691At 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 expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.About the RoleAs a Senior...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705At Scotiabank, we're committed to delivering exceptional service to our customers. As a Financial Advisor, you'll play a vital role in helping them achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and provide tailored advice.Collaborate with...


  • Saugeen Shores, Ontario, Canada Royal Bank of Canada> Full time

    We are seeking a skilled and detail-oriented Financial Services Associate to join our Wealth Management team in Saugeen Shores, Canada.OverviewThe Royal Bank of Canada is a leading financial institution committed to delivering exceptional client service and innovative solutions. Our Wealth Management team provides personalized advice and guidance to help...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705At Scotiabank, we're committed to delivering exceptional service to our customers. As a Financial Advisor, you'll play a key role in building strong relationships and providing expert advice to help them achieve their financial goals.Key Responsibilities:Take a proactive approach to understanding customer needs and delivering tailored...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705 Unlock your potential in a dynamic and inclusive work environment at Scotiabank, where we're committed to delivering exceptional results and making a positive impact in our communities.What you'll be doing...As a key member of our Canadian Banking Branch network, you'll have the opportunity to develop and maintain strong relationships...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Senior Financial AdvisorAt 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 preferencesProvide expert...


  • Saugeen Shores, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Customer Experience Associate to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a vital role in delivering exceptional service to our customers.Your primary responsibility will be to connect with customers in a relatable way, understanding their needs and providing...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705 At Scotiabank, we're committed to delivering exceptional service and building long-lasting relationships with our customers. As a Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers to understand their financial...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705 At Scotiabank, we're committed to delivering exceptional service and building long-lasting relationships with our customers. As a Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers to understand their financial...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705 At Scotiabank, we're committed to delivering exceptional service and building strong relationships with our customers. As a Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Requisition ID: 204705 At Scotiabank, we're committed to delivering exceptional service and building strong relationships with our customers. As a Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs...


  • Lambton Shores, Ontario, Canada Provision People Full time

    Accounting ManagerProvision People is seeking a seasoned Accounting Manager to drive client satisfaction and business growth. As a key member of our team, you will oversee a team of professionals delivering high-quality audit, tax, and advisory services to a diverse client base.Key Responsibilities:Lead a team of professionals to deliver exceptional audit,...


  • Lambton Shores, Ontario, Canada Provision People Full time

    Accounting ManagerProvision People is seeking a seasoned Accounting Manager to drive client satisfaction and business growth. As a key member of our team, you will oversee a team of professionals delivering high-quality audit, tax, and advisory services to a diverse client base.Key Responsibilities:Lead a team of professionals to deliver exceptional audit,...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Unlock your potential as a Senior Financial Advisor at Scotiabank, where you'll play a vital role in helping our 25 million customers achieve their financial goals.What you'll be doing...As a key member of our Canadian Banking Branch network, you'll be responsible for:Building strong relationships with customers by understanding their needs and providing...


  • Temiskaming Shores, Ontario, Canada Scotiabank Full time

    Unlock your potential as a Senior Financial Advisor at Scotiabank, where you'll play a vital role in helping our 25 million customers achieve their financial goals.What you'll be doing...As a key member of our Canadian Banking Branch network, you'll be responsible for:Building strong relationships with customers by understanding their needs and providing...