Senior Financial Consultant

1 month ago


Ottawa, Ontario, Canada Scotiabank Full time

About the Role

What Your Role Will Be:

Senior Financial Advisor

At Scotiabank, we empower employees to build their futures, fostering an environment where they can be themselves and thrive together. Our commitment to diversity and inclusion, combined with a performance-oriented culture that includes coaching, learning, and development, offers endless opportunities for growth. As a Senior Financial Advisor, you'll play a vital role in helping our 25 million customers achieve their goals.

What You'll Be Doing:

Our team of Advisors is dedicated to delivering exceptional service throughout the customer's journey. As an essential member of the Canadian Banking Branch network, your focus will be on:

  • Proactively identifying customer needs and providing personalized solutions
  • Offering expert advice and educating customers on relevant financial strategies
  • Developing comprehensive plans to help customers achieve their goals
  • Nurturing long-standing relationships built on trust and understanding
  • Driving business growth by delivering against individual and team sales goals that prioritize a positive customer experience

What You Need to Succeed:

To excel in this role, you'll need:

  • A strong ability to build rapport with customers and understand their needs
  • A strategic mindset to develop personalized financial strategies
  • The drive to meet and exceed sales targets in a fast-paced environment
  • A Mutual Funds license and completed CIFP Diploma

What We're Offering:

As a Senior Financial Advisor at Scotiabank, you can expect:

  • A collaborative work environment with a team of innovative thinkers
  • A competitive compensation and benefits package
  • An organization committed to making a positive impact in our communities
  • Clear criteria for career progression and opportunities for growth and development
  • The freedom to build deeper relationships and grow your expertise from the same chair


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