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Publié il y a 7 jours

Senior Financial Advisor- Taunton & Westney

@ Scotiabank

Ajax, Ontario

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SIGNAUX

En bref

Scotiabank is hiring a Senior Financial Advisor for its Taunton & Westney branch in Ajax, Ontario. The role builds customer financial plans covering day-to-day banking, investments and borrowing, and carries individual and team sales goals. A Mutual Funds licence and a completed CIFP Diploma are required.

Responsabilités :

  • Discover customer needs and provide expert advice
  • Build comprehensive financial plans
  • Nurture long-standing customer relationships
  • Deliver 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
2026-11-04
Première détection par notre source
2026-11-04
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

NiveauSenior
DomaineVentes
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsMutual Funds licence, CIFP Diploma
Avantages mentionnésFormation 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:

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialToronto, Ontario
Type d’organisationPublic Company
SpécialitésBankingWealth ManagementInvestment Bankingand Technology
Offres sur Jobsy846
LinkedInVoir la page
Description

Requisition ID: 273126
Employee Referral Program – Potential Reward: $2,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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 : Ajax

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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