More jobs:
Customer-Centric Financial Advisor Ontario
Job in
Ottawa, Ontario, Canada
Listed on 2026-06-08
Listing for:
Scotiabank
Full Time
position Listed on 2026-06-08
Job specializations:
-
Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
At Scotiabank, our Financial Advisors play a vital role in our Canadian Banking Branch network. This position involves building comprehensive financial plans and nurturing long-term relationships to facilitate customer success. You will aim to meet individual and team sales targets while delivering exceptional service aligned with customers' goals.
Key Responsibilities:
• Discover customer needs through proactive engagement
• Provide expert advice and insights on financial options
• Build holistic plans to help achieve customer goals
• Nurture strong relationships with clients
• Drive growth based on individual and team sales targets
Requirements:
• Strong aptitude for developing customer relationships
• Proven track record in meeting sales targets
• Mutual Funds licence required; CIFP Diploma in progress
• Ability to solve for diverse customer needs
• Commitment to excellent customer service
Be part of Scotiabank and transform customer interactions through expert financial guidance.
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