Senior Financial Advisor - Oshawa, On (Harmony & Taunton Branch)

Requisition ID: 181188

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About The Role

What your role will be…

Senior Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What You’ll Be Doing…

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

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

What You Need To Succeed…

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

What We’re Offering…

• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our customers.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
• You’ll receive clear, transparent criteria to progress in your career.

Location(s): Canada : Ontario : Oshawa