Senior Financial Advisor - Scotiabank, Brampton

About the Senior Financial Advisor Role at Scotiabank

As a Senior Financial Advisor at Scotiabank, you will play a pivotal role in helping customers build their financial futures. This position is an essential part of the Canadian Banking Branch network, focusing on delivering exceptional service and expert advice. Scotiabank is committed to an inclusive, high-performing culture that supports employee growth and development, offering endless possibilities to make an impact and help 25 million customers achieve their goals.

Key Responsibilities of a Senior Financial Advisor

Our Advisors are customer-centric and connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus will be to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What You Need to Succeed

To excel in this Senior Financial Advisor role and help our banking customers, you will need:

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed CIFP Diploma

Why Join the Scotiabank Team?

Joining Scotiabank means becoming part of a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. You can expect a competitive compensation and benefits package, along with recognition and rewards for high-performance. Scotiabank is committed to making a difference in communities for both employees and our customers. You’ll be supported by leadership through meaningful development conversations, internal training, and clear criteria to progress in your career, often from the same branch, allowing you to build deeper relationships and grow your expertise within the banking sector.