Financial Advisor – Oshawa (37.5 hrs/week)
Banque Scotia · Oshawa
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.
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Banque Scotia
Oshawa
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