Strategic Financial Advisor

1 month ago


Lindsay, Ontario, Canada Scotiabank Full time

At Scotiabank, we're committed to helping employees build their futures in an inclusive and high-performing culture. With a focus on diversity and inclusion, our performance-oriented environment offers endless possibilities for growth and development.

About the Role

Key Responsibilities:

  • Taking a proactive approach to understanding customer needs through active listening and discovery.
  • Educating customers on relevant financial insights and expert advice to inform their decision-making.
  • Benchmarking customer financial plans using a holistic approach to achieve goals.
  • Nurturing long-term relationships with customers.
  • Developing and executing strategies to deliver individual and team sales goals, focusing on customer satisfaction.

Requirements for Success:

  • A strong desire to build lasting customer connections.
  • A strategic mindset to develop personalized financial strategies, including banking, investments, and borrowing solutions.
  • A proven ability to meet or exceed sales targets in a fast-paced environment, aligning with customer objectives.
  • Possession of a Mutual Funds licence and CIFP Diploma.

What We Offer:

  • The opportunity to join a forward-thinking organization that fosters collaboration among innovative thinkers.
  • A competitive compensation package, tailored to your skills and experience.
  • A commitment to making a positive impact in local communities, both for you and our customers.
  • A clear recognition and reward system for high performers, with leadership support through regular development conversations and internal training opportunities.
  • A transparent career progression framework, allowing you to advance within the company without relocation.

Estimated Annual Salary Range: $80,000 - $120,000 (dependent on experience)

We value individual skills and experiences at Scotiabank and strive to maintain an inclusive environment. If you require accommodation during the hiring process, please let us know. Candidates must apply directly online to be considered for this role.



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