Senior Financial Advisor in Scarborough, Ontario, using customer discovery and expert advice to support personalized banking, investment, and borrowing solutions.
At Scotiabank, this Senior Financial Advisor serves customers through the Canadian Banking Branch network. The role combines relationship building, holistic planning, financial strategy, and sales performance. Advisors help customers pursue stated goals through relevant insights and comprehensive plans.
Key Responsibilities:
- Discover customer needs through proactive listening and understanding
- Educate customers with relevant insights and expert advice
- Build comprehensive plans using a holistic approach
- Nurture strong, long-standing customer relationships
- Grow branch business through individual and team sales goals
Requirements:
- Drive to build strong customer relationships
- Strategic mindset for personalized financial strategies
- Knowledge of banking, investments, and borrowing solutions
- Ability to meet and exceed sales targets
- Mutual Funds licence and completed CIFP Diploma
Apply your customer relationship, financial planning, and sales expertise as Scotiabank's Senior Financial Advisor in Scarborough.
Senior Financial Advisor Scarborough in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
