Publié il y a 7 jours
Senior Banking Advisor - Ottawa Main, ON
@ Scotiabank
Ottawa, Ontario
En bref
Scotiabank is hiring a Senior Financial Advisor for its Ottawa Main branch to build customer financial plans and grow branch sales. The role involves discovering customer needs, advising on banking, investments and borrowing, and meeting sales targets. A Mutual Funds licence and CIFP Diploma are required.
Responsabilités :
- Discover customer needs and provide expert advice
- Build comprehensive financial plans covering banking, investments and borrowing
- Nurture long-standing customer relationships
- Deliver against individual and team sales goals
Résumé des exigences :
- Drive to build strong customer relationships
- Strategic mindset for personalized financial strategies
- Proven ability to meet and exceed sales targets
- Mutual Funds licence and completed CIFP Diploma
Outils et compétences
Source et dates
Site carrière / système de candidatures · successfactors
- Date publiée par l’employeur
- 2026-11-03
- Première détection par notre source
- 2026-10-08
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | English |
| Permis et certifications | Mutual Funds licence, CIFP Diploma |
| Avantages mentionnés | Formation payée |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Scotiabank
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
- Abonnés LinkedIn
- 1 518 101
- Personnes associées sur LinkedIn
- 91 736
- Bureaux déclarés
- 40 King St W, Toronto, Ontario M5H, CA
- Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
- Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
- Catégories d’activité
- Finance
- Banking
- Asset Management
- Financial Services
- Autres noms enregistrés
- Scotiabank
- Spécialités
- Banking
- Wealth Management
- Investment Banking
- and Technology
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 1 066 913 622
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Public Company |
| Spécialités | BankingWealth ManagementInvestment Bankingand Technology |
| Offres sur Jobsy | 862 |
| Voir la page |
Requisition ID: 274029
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 : Ottawa
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.
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