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Financial Advisor – Oshawa (37.5 hrs/week)

Banque Scotia · Oshawa

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🇬🇧 English

Description du poste

About the role

Scotiabank is seeking a Financial Advisor for its Oshawa main branch. You will help customers plan and achieve their financial goals while delivering exceptional service in a collaborative, inclusive environment.

Key responsibilities

  • Proactively identify customer needs and listen to understand their objectives.
  • Educate clients by providing relevant insights, expert advice, and comprehensive financial plans.
  • Build holistic plans that help customers achieve short‑ and long‑term goals.
  • Nurture strong, long‑lasting relationships with clients.
  • Drive branch growth by meeting individual and team sales targets while ensuring a positive customer experience.

Required profile

  • Strong drive to build customer relationships and deliver excellent service.
  • Proven ability to meet and exceed sales targets in a fast‑paced environment.
  • Capability to uncover and solve customer needs.
  • Mutual Funds licence and working towards the CIFP Diploma.

Required skills

    What we offer

    • Competitive compensation and benefits package.
    • Opportunities for professional development, internal training and clear career progression.
    • Supportive leadership and a collaborative team of innovative thinkers.
    • Commitment to community impact and recognition of high performance.

    Questions fréquentes

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    Banque Scotia

    Oshawa