Senior Financial Advisor Winnipeg: Scotiabank Dakota & Warde Branch

Job Summary

Hiring Organization Scotiabank
Location Winnipeg, Manitoba
Reference 270909

Scotiabank is currently recruiting a Senior Financial Advisor for the Dakota & Warde branch in Winnipeg, Manitoba. The official Scotiabank careers page lists requisition 270909, shows Winnipeg as the location and provides an active Apply now action.

This is a customer-facing retail banking role for an experienced advisor who can combine relationship building with practical financial advice. The position covers day-to-day banking, investments and borrowing solutions and is designed around helping customers build plans that reflect their goals.

The employer requires both a Mutual Funds licence and a completed CIFP Diploma, so candidates should make those credentials immediately visible in the application.

Opportunity Overview

Senior Financial Advisors are part of Scotiabank’s Canadian Banking Branch network. The role is built around understanding customer needs, providing advice and growing relationships over time rather than focusing only on individual transactions.

The advisor is also responsible for contributing to branch growth. Customer service and sales performance therefore need to work together: recommendations should support the customer’s stated goals while also helping the branch retain and develop business.

Available Position

  • Position: Senior Financial Advisor – Dakota & Warde
  • Employer: Scotiabank
  • Location: Winnipeg, Manitoba
  • Postal Code: R2N 3Y7
  • Requisition: 270909
  • Current Listing Date: August 17, 2026

Key Responsibilities

The advisor takes a proactive approach to discovering what customers need and listens carefully before recommending products or strategies. The role includes explaining relevant options and providing insights that help customers make informed financial decisions.

Another important responsibility is building comprehensive plans using a holistic approach. Depending on the customer, this can involve everyday banking, investment goals and borrowing needs.

Scotiabank also expects the advisor to nurture long-standing relationships and contribute to individual and team sales goals while maintaining a positive customer experience.

Who Can Apply?

The current vacancy requires a Mutual Funds licence and completed CIFP Diploma. Candidates should also have a proven ability to meet or exceed sales targets and to develop strong customer relationships in a fast-moving environment.

A strategic mindset is important because the advisor needs to create personalized financial strategies rather than providing the same recommendation to every customer.

Skills That Matter

Strong applicants should be able to demonstrate needs discovery, financial planning, relationship management, customer communication and responsible sales performance.

Experience discussing investments, borrowing solutions and everyday banking is particularly relevant when it can be tied to real customer outcomes and appropriate advice.

Benefits and Career Development

Scotiabank highlights competitive compensation and benefits, recognition for high performance, coaching, development conversations and internal training. The employer also describes transparent criteria for career progression.

The current employer page does not publish a fixed salary or application deadline, so those fields are intentionally left blank rather than estimated.

How to Apply

Apply directly through Scotiabank’s official careers page for requisition 270909. Make your Mutual Funds licence, CIFP Diploma and measurable financial-advice or sales experience easy to find.

Tips for Applicants

Put licences first

The Mutual Funds licence and CIFP Diploma are explicit requirements, so show them clearly near the top of the resume.

Use customer outcomes

Describe how your advice helped a customer reach a goal, improve a financial plan or choose an appropriate solution.

Quantify sales responsibly

Where appropriate, include target achievement, portfolio growth or relationship-retention results while keeping the focus on customer needs.

Final Notes

The Dakota & Warde Senior Financial Advisor role is current on Scotiabank’s own careers site and the employer page includes Apply now.

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