Senior Financial Advisor - Scotiabank, Winnipeg

The Opportunity

Scotiabank is seeking a dedicated Senior Financial Advisor to join their Canadian Banking branch network in Winnipeg. This is an exciting opportunity to become part of a purpose-driven team committed to results, fostering an inclusive and high-performing culture. At Scotiabank, you'll find a supportive environment where employees are empowered to build their futures, be themselves, and win together. With a strong commitment to diversity, inclusion, and a performance-oriented culture that emphasizes coaching, learning, and development, there are endless possibilities to make a significant impact. You will play a crucial role in helping Scotiabank's 25 million customers achieve their financial aspirations.

Key Duties

As a Senior Financial Advisor, you will be a customer-centric professional, adept at connecting with people in a relatable way. You will be an essential member of the branch team, focused on delivering exceptional service throughout the customer’s journey. Your responsibilities will include:

• Taking a proactive approach to discovering customer needs, listening intently to understand their specific requests and financial situations.
• Educating customers by providing relevant insights and expert advice tailored to their unique circumstances.
• Building comprehensive financial plans using a holistic approach to help customers achieve their short-term and long-term goals.
• Nurturing strong, long-standing relationships with customers, becoming a trusted advisor.
• Developing, retaining, and growing the branch business by consistently delivering against individual and team sales goals, all while ensuring a positive customer experience.

Who We're Looking For

To excel in this Senior Financial Advisor role, you will possess a unique blend of relationship-building skills and financial expertise. Scotiabank is looking for individuals who demonstrate a genuine drive to help customers succeed and contribute to the overall development of the branch. Ideal candidates will have:

• The appetite and drive to build strong customer relationships based on trust and mutual respect.
• A strategic mindset to develop personalized financial strategies, encompassing day-to-day banking, investment solutions, and borrowing options.
• The proven ability to meet and exceed sales targets in a fast-paced environment, ensuring alignment with a customer’s stated goals.
• A valid Mutual Funds licence and a completed CIFP Diploma.

About the Company

Scotiabank offers more than just a job; it provides a career path within a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. Employees benefit from a competitive compensation and benefits package. Scotiabank is deeply committed to making a positive difference in communities, both for its employees and its customers. You can expect to be recognized and rewarded for high-performance, with leadership supporting your growth through meaningful development conversations that enable faster advancement and internal training. The bank provides clear, transparent criteria to progress in your career, allowing you to elevate your career from the same branch, building deeper relationships and growing your expertise without needing to wait for a vacancy or relocate.