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⏰ Full-time

Financial Advisor Driving Success through Personalized Banking

Scotiabank
Location 📍 montreal, Canada
Posted 📅 May 25, 2026
Work Type ⏰ Full-time

Position Overview

Shape the future of banking as a proactive Financial Advisor. You're essential in creating personalized financial strategies that resonate with each client's unique needs.

Within the Banking Branch network, your role is customer-centric, focused on uncovering client desires and offering tailored advice. You'll build and implement comprehensive plans that help clients achieve their goals. Your ability to strengthen relationships and meet sales objectives is vital for contributing to the branch's overall success.

Key Responsibilities:
• Proactively assess and identify client needs
• Offer expert advice and insights on financial options
• Develop client-specific financial plans
• Strengthen relationships through consistent engagement
• Drive individual and team sales performance

Requirements:
• Proven ability to exceed sales goals
• Required Mutual Funds license; CIFP Diploma in progress
• Commitment to...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
montreal, Canada