Current jobs related to Senior Financial Advisor - Milton - Scotiabank
-
Senior Financial Analyst
1 month ago
Milton, Ontario, Canada financial-advisor Full timeOur client is seeking a Senior Financial Analyst for a 6-month contract. The successful candidate will be responsible for monthly reconciliations and monitoring of grant funding expenditure for compliance with the agreement. They will also prepare analysis of key accounts and monitor against the budget. Additionally, they will assist program...
-
Financial Analysis and Reporting Manager
1 month ago
Milton, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analysis and Reporting Manager to join our team. As a key member of our financial team, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key ResponsibilitiesReview and update...
-
Senior Financial Advisor
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the Role:As a Senior Financial Advisor at Scotiabank, you will play a key role in helping clients achieve their financial goals. With a focus on delivering exceptional customer service, you will work closely with clients to understand their financial needs and develop tailored solutions to meet those needs.Key Responsibilities:Conduct thorough...
-
Senior Financial Advisor Role
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the PositionAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. This is a unique opportunity to work with a collaborative team of innovative thinkers and make a meaningful impact in our communities.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our...
-
Financial Advisor
4 days ago
Milton, Canada Royal Bank of Canada Full time**Job Summary** **We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and Saturdays) as required.** **What is the...
-
Financial Advisor
6 days ago
Milton, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...
-
Senior Financial Advisor
3 months ago
Milton, Canada Scotiabank Full timeRequisition ID: 207010Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Loans Financial Advisor
2 weeks ago
Milton, Ontario, Canada COLD IRON TRUCK CENTER INC. Full timeWe are seeking a highly skilled Loans Financial Advisor to join our team at COLD IRON TRUCK CENTER INC. The ideal candidate will have a strong background in finance and be able to work effectively in a fast-paced environment.About the RoleThis position is responsible for approving or rejecting loan applications, as well as assisting clients in achieving...
-
Experienced Financial Services Professional
1 month ago
Milton, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full timeJob Title: Experienced Financial AdvisorWe are seeking a seasoned Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.About the Role:As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and...
-
Financial Advisor
7 days ago
Milton, Ontario, Canada Royal Bank of Canada Full timeUnlock your earning potential as a Financial Advisor with the Royal Bank of Canada.About the OpportunityAs a highly motivated and skilled Financial Advisor, you will develop relationships with clients in the Milton market and create customized investment solutions to help them achieve their long-term goals. With unlimited earning potential and full benefits,...
-
Senior Financial Advisor
2 months ago
Milton, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt 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...
-
Milton, Ontario, Canada FBC Farm and Small Business Tax Consultants Full timeOverviewFBC Farm and Small Business Tax Consultants seeks a skilled Strategic Financial Advisor to join our team. This role offers an estimated salary of $85,000-$110,000 per year.Job DescriptionAs a Strategic Financial Advisor, you will meet with business owners in their place of work to understand their financial situation and provide tailored tax...
-
Senior Financial Advisor
3 weeks ago
Milton, Ontario, Canada Royal Bank of Canada Full timeAbout the OpportunityThis role at Royal Bank of Canada is perfect for individuals looking to develop relationships and create custom investment solutions for clients within the Milton area.As a key member of our team, you will be responsible for providing world-class advice and solutions to help clients achieve their long-term goals.Provide tailored...
-
Senior Financial Advisor
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleKey ResponsibilitiesDevelop and implement comprehensive financial plans to meet customer needs and goals.Provide expert advice and guidance on investment and borrowing solutions.Nurture strong relationships with customers to deliver exceptional service and support.Meet and exceed sales targets to drive business growth and...
-
Senior Financial Analyst
2 weeks ago
Milton, Ontario, Canada The MEARIE Group Full timeOverviewMilton Hydro is a leading energy company undergoing an exciting transformation. Our vision is to create a smart, sustainable, and electrified future for our customers and community.Job SummaryWe are seeking a Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for preparing and analyzing...
-
Loans Advisor Position
4 weeks ago
Milton, Ontario, Canada COLD IRON TRUCK CENTER INC. Full timeCold Iron Truck Center Inc. is seeking a skilled Loans Advisor to join our team. As a Loans Advisor, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications based on client financial status and...
-
Senior Financial Director
7 days ago
Milton, Ontario, Canada SMS Silencers Inc. Full timeCompany Overview:SMS Silencers Inc. is a leading manufacturer of silencing solutions, seeking an experienced Senior Financial Director to lead our financial operations.Salary: $150,000 - $180,000 per annum, depending on experience.About the Role:This senior leadership position oversees all aspects of financial management, including budgeting, forecasting,...
-
Financial Advisor
6 months ago
Milton, Canada Scotiabank Full timeRequisition ID: 189725 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** 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...
-
Senior Analyst, Finance Planning
2 months ago
Milton, Canada financial-advisor.de Full timep> Senior Financial Analyst (Operations Finance) About the CompanyWhen it comes to forward-thinking and thoughtfully planned communities, Canadians think of our client and that success is centered on a foundation of great people creating a dynamic culture. As one of the fast-groining companies in the real estate industry, the team continues to expand to meet...
-
Senior Financial Administrator
2 weeks ago
Milton, Ontario, Canada 4Sight Search Solutions Inc. Full timeWe are seeking a highly skilled Senior Financial Administrator to join our team at 4Sight Search Solutions Inc. The ideal candidate will have 2+ years of experience in full-cycle bookkeeping and payroll, and a strong understanding of accounting principles and procedures.Key ResponsibilitiesPrepare and reconcile financial statements, including balance sheets...
Senior Financial Advisor
2 months ago
Requisition ID: 207010
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 : Milton
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.