Senior Financial Advisor - Lindsay

Scotiabank
Lindsay, ON, CA
Full-time

Requisition ID : 202126

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 :

  • 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

  • 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

What we’re offering

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities for you and our customers.
  • 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.
  • You’ll receive clear, transparent criteria to progress in your career.
  • 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.

Location(s) : Canada : Ontario : Lindsay

Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

8 days ago
Related jobs
Scotiabank
Kawartha Lakes, Ontario

Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. Location(s):  Canada : Ontario : Lindsay . ...

Scotiabank
Lindsay, Ontario

Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. Location(s): Canada : Ontario : Lindsay. ...

Scotiabank
Kawartha Lakes, Ontario

Our Advisors are customer-centric and able to connect with people in a relatable way. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. ...

Westburne
Ontario, ON, CA

Reporting to the Regional Sales Manager, you will also prospect and onboard new accounts while managing relationships with key vendors. ...

Shopify
Anywhere - Canada

We're looking for Senior Financial Analysts (SFAs) and Financial Analysts (FAs) to join our Commercial Finance, Merchant Services, or Corporate Financial Planning & Analysis (FP&A) teams. Please note that this posting will be used to fill roles on the teams at both the Financial Analyst and Senior F...

Foilcon
La Gran YajaToronto, Ontario, Canada

Experience with a wide range of methods, tools and techniques for business analysis such as: business functional modelling, business event modelling, business process mapping. Leads and conducts business analysis in order to assess client’s business problems/opportunities and documents the business ...

Rentokil Initial
ON, CA
Remote

The individual will be responsible for managing sales/revenue of top, existing Canadian national accounts and the role will be accountable for retention and delivering new sales and revenue of existing accounts to the Senior Manager of Strategic Accounts, and the Canadian NA division. This role is a...

LVMH Watch & Jewelry
Canada

As a Client Advisor at BVLGARI, you will be instrumental in delivering a bespoke client experience that reflects the sophistication and values of our brand. Italian designer known for its luxury jewels and watches, seeks a client advisor. Your role will involve enhancing client relationships, achiev...

Nexperia
Canada
Remote

The Distribution account manager is Nexperia’s main interface to the customers in Distribution. He/she is responsible to determine the account strategy and concert all associated initiatives within Nexperia. Responsible for developing and executing strategies and programs with our accounts at both, ...

Tiffany & Co
Canada, ON

As a Tiffany Client Advisor you will:. Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client’s experience extraordinary. Develop client relationships and exceed commercial targets through the love of buildi...