Financial Advisor Ontario

Bring your financial expertise to Scotiabank as a Senior Financial Advisor in Peterborough Kawartha Centre, ON. Connect with customers and create tailored financial strategies for success.

Scotiabank is on the lookout for a Senior Financial Advisor to foster strong, productive relationships with clients. In this role, you will take a holistic approach to finance, discovering customer needs and providing valuable advice. Your expertise will help clients navigate their financial journeys while achieving both individual and branch sales goals.

Key Responsibilities:

• Identify and address customer financial needs

• Offer expert financial insights and education

• Develop comprehensive plans tailored to customer goals

• Build and sustain meaningful client relationships

• Achieve sales targets contributing to branch success

Requirements:

• Strong record of exceeding sales goals

• Strategic thinker for financial strategy development

• Mutual Funds licence and CIFP Diploma mandatory

• Passion for building customer connections

• Experience working in a fast-paced financial environment

Use your customer-centric approach to drive results and growth at Scotiabank.
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