Senior Financial Advisor in Ajax, Ontario, builds customer relationships through personalized financial strategies and expert advice. Serve Scotiabank customers across their financial journeys.
As a Senior Financial Advisor within Scotiabank’s Canadian Banking Branch network, you provide exceptional customer service. You discover needs, educate customers, and recommend day-to-day banking, investment, and borrowing solutions. You also help develop comprehensive plans and grow branch business through individual and team sales goals.
Key Responsibilities:

Discover customer needs through proactive, attentive conversations
Provide relevant insights, education, and expert financial advice
Build holistic plans supporting customers’ stated goals
Nurture strong, long-standing customer relationships
Deliver individual and team sales goals
Requirements:

Drive to build strong customer relationships
Strategic mindset for personalized financial strategies
Experience meeting and exceeding sales targets
Mutual Funds licence
Completed CIFP Diploma
Bring relationship-building, financial strategy, and sales expertise to Scotiabank customers as a Senior Financial Advisor in Ajax.

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Senior Financial Advisor Ajax