Financial Advisor - Exeter Branch, Ontario - 37.50 hours/week jobs in United States
cer-icon
Apply on Employer Site
company-logo

Scotiabank · 18 hours ago

Financial Advisor - Exeter Branch, Ontario - 37.50 hours/week

positionExeter, CA
timeFull-time
remoteOnsite
seniorityMid Level

Scotiabank is a leading bank in the Americas, committed to helping customers achieve success through a broad range of financial services. The Financial Advisor role focuses on building strong customer relationships, providing expert advice, and developing comprehensive financial plans to meet customer goals.

BankingFinanceFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

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

Qualification

Customer relationship buildingSales target achievementMutual Funds licenceCIFP DiplomaCustomer service excellence

Required

The appetite and drive to build strong customer relationships and deliver excellence customer service
The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer's stated goals
To uncover and solve for customers' needs
Mutual Funds licence and working towards the CIFP Diploma

Benefits

Competitive compensation and benefits package

Company

Scotiabank

twittertwittertwitter
Glassdoor3.9
company-logo
Scotiabank is a banking firm that provides banking and financial services.
dateFounded in 1832
location
Toronto, Ontario, CAN
people-size10001+ employees
web-link
https://www.scotiabank.com

H1B Sponsorship

Scotiabank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (55)
2023 (29)
2022 (38)
2021 (38)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$1.07B
2024-04-17Post Ipo Debt· $1.07B
1972-03-01IPO

Leadership Team

leader-logo
Jabar Singh
President & CEO Scotiabank Colpatria (Colombia) & Head Central America & Caribbean
linkedin
leader-logo
L.Scott Thomson
President and CEO
linkedin

Recent News

The Star
Scotiabank shed almost 15,000 full-time employees in six years. Here’s why
2025-12-31
Canada NewsWire
Scotiabank's President and Chief Executive Officer Scott Thomson to Speak at RBC Capital Markets 2026 Canadian Bank CEO Conference Français
2025-12-24
Canada NewsWire
MDA SPACE ANNOUNCES CLOSING OF C$250 MILLION OFFERING OF SENIOR UNSECURED NOTES DUE 2030
2025-12-24
Company data provided by crunchbase