Senior Financial Advisor
3 days ago
Requisition ID: 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 : Ottawa 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. 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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Ottawa, Canada iA Financial Group - Ottawa (Industrial Alliance) Full timeFinancial Security Advisor / Life Insurance Advisor 3 days ago Be among the first 25 applicants Direct message the job poster from iA Financial Group - Ottawa (Industrial Alliance) Sales Manager at iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) Company Description iA Financial Group - Ottawa (Industrial Alliance) is dedicated...
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Ottawa, Canada iA Financial Group - Ottawa (Industrial Alliance) Full timeFinancial Security Advisor / Life Insurance Advisor 3 days ago Be among the first 25 applicants Direct message the job poster from iA Financial Group - Ottawa (Industrial Alliance) Sales Manager at iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) Company Description iA Financial Group - Ottawa (Industrial Alliance) is dedicated...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Ottawa, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Ottawa, Ontario time type Full time posted on Posted 30 Days Ago job requisition id JR00034723You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Ottawa, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Ottawa, Ontario time type Full time posted on Posted 30 Days Ago job requisition id JR00034723You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
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SUN LIFE FINANCIAL ADVISOR
3 days ago
Ottawa, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR Locations: Ottawa, Ontario Time Type: Full time Posted on: Posted Today Job Requisition ID: JR00034723 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...
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Associate Financial Advisor
2 weeks ago
Ottawa, Canada 750 SW Financial Full time**GET MORE OUT OF YOUR CAREER** Choose a career where changing someone else’s life for the better is also life-changing for you - personally, professionally, and financially. **FINANCIAL PLANNING WITH 750 SW FINANCIAL** Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider 750...
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Senior Financial Advisor
1 week ago
Ottawa, ON KC B, Canada Scotiabank Full time $90,000 - $120,000 per yearRequisition ID: 242489Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions,...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Ottawa, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISORLocations: Ottawa, OntarioTime Type: Full timePosted on: Posted TodayJob Requisition ID: JR00034723You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share...
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Senior Financial Analyst
2 weeks ago
Ottawa, Canada Manulife Financial Full timeA leading financial services provider in Southwestern Ontario is seeking a tech-savvy Senior Financial Analyst. The role involves managing the Advisor Rewards bonus database and reporting, requiring strong Excel skills and an analytical mindset. Responsibilities include bonus calculations, forecasting, and development of reporting metrics. The ideal...
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Senior Financial Planner
4 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Senior Financial Advisor in Lindsay, Ontario. This role involves building strong customer relationships, providing personalized financial strategies, and meeting sales targets. The ideal candidate should have a Mutual Funds licence and CIFP Diploma. The bank offers a competitive compensation and benefits package, with...
