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Posted 24 days ago

Senior Financial Advisor - Bracebridge, ON

@ Scotiabank

Bracebridge, Ontario

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SIGNALS

Overview

Scotiabank is hiring a Senior Financial Advisor for its Bracebridge, Ontario branch to build customer relationships and personalized financial plans. The role covers day-to-day banking, investments and borrowing, with sales targets tied to customer goals.

Responsibilities:

  • Discover customer needs and listen to understand their goals
  • Educate customers and provide expert financial advice
  • Build comprehensive, holistic financial plans
  • Nurture strong, long-standing customer relationships
  • Grow branch business and meet individual and team sales goals

Requirements summary:

  • Drive to build strong customer relationships
  • Strategic mindset for personalized financial strategies
  • Proven ability to meet and exceed sales targets
  • Mutual Funds licence
  • Completed CIFP Diploma

Tools & skills

Source and dates

Employer career site / ATS feed · successfactors

Employer posting date
2026-10-17
First seen by our source
2026-10-08
Source record updated
2026-10-18

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentSales
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer moderate
Licences & certificationsMutual Funds licence, CIFP Diploma
Perks mentionedPaid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

Scotiabank

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

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:

LinkedIn followers
1,518,101
People associated on LinkedIn
91,736
Reported office locations
  • 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
Business categories
  • Finance
  • Banking
  • Asset Management
  • Financial Services
Other recorded names
  • Scotiabank
Specialties
  • Banking
  • Wealth Management
  • Investment Banking
  • and Technology
Profile identifies a recruitment agency
No
Reported total investment
1,066,913,622

Currency and observation date were not supplied; this is not a current valuation or a funding round.

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:

FieldValue
IndustryBanking
Company size10,001+ employees
HeadquartersToronto, Ontario
Organization typePublic Company
SpecialtiesBankingWealth ManagementInvestment Bankingand Technology
Open jobs on Jobsy840
LinkedInView page
Job description

Requisition ID: 258127

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 : Bracebridge

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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