Senior Financial Advisor Orillia
Job Description & How to Apply Below
Serve Scotiabank customers in Orillia through personalized financial advice, relationship building, and solutions spanning banking, investments, and borrowing needs.
As a Senior Financial Advisor, you support the Canadian Banking Branch network and deliver exceptional service throughout each customer’s journey. You discover needs, provide relevant insights, and create comprehensive plans. Your work also supports branch business growth through individual and team sales goals.
Key Responsibilities:- Discover customer needs through proactive listening and conversations
- Educate customers with relevant insights and expert advice
- Build comprehensive plans using a holistic approach
- Nurture strong, long-standing customer relationships
- Develop, retain, and grow branch business
- 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
Bring strategic financial planning, customer connection, and sales performance to Scotiabank’s Senior Financial Advisor team in Orillia.
Position Requirements
10+ Years
work experience
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