Senior Financial Advisor

2 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

Requisition ID: 208357

At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.

About the role

What your role will be...
As a Senior Financial Advisor, you'll be responsible for providing expert advice and guidance to our customers on a range of financial products and services.

Our team is dedicated to creating a positive customer experience, and we're looking for someone who shares our commitment to excellence.

What you'll be doing...

As a Senior Financial Advisor, your key responsibilities will include:

  • Building strong relationships with our customers and understanding their financial needs
  • Providing expert advice and guidance on a range of financial products and services
  • Developing and implementing comprehensive financial plans to help our customers achieve their goals
  • Nurturing long-term relationships with our customers and identifying opportunities to grow our business

What you need to succeed...

  • A strong understanding of financial products and services, including day-to-day banking, investments, and borrowing solutions
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
  • A proven track record of meeting and exceeding sales targets in a fast-paced environment
  • 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
  • A collaborative and supportive team environment
  • Opportunities for career growth and development

Location(s): Canada : Ontario : Ottawa

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.

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.



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