Senior Financial Advisor, René-Levesque
3 weeks ago
Requisition ID: 200216
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Senior Investment & Personal Banking Specialist (Senior Financial Advisor), you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.
Is this role right for you? In this role, you will:
- Be passionate about financial sales as well as delivering trusted financial advice to customers
- Provide a full range of customized financial solutions using a financial planning approach
- Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
- Focus on complex solutions and comprehensive financial planning
- Be results-driven
- Be highly engaged
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:
- A minimum two years of related experience selling investment and credit products
- Demonstrated sales management experience and the ability to market Scotiabank
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- Bilingualism in French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.
What’s in it for you?
- A competitive compensation and benefits package customized for Retail Banking
- Ability to make a lasting impact on customers
- An organization committed to making a difference in our communities - for you and your customers
- An assigned book of mid to high affluent customers
- Ability to provide complex solutions and comprehensive financial planning
- You’ll receive clear transparent criteria to progress in your career
Location(s): Canada : Quebec : Montreal
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.
-
Senior Advisor Financial Accounting
3 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career in Financial Accounting at National Bank means contributing to the Bank’s transformation and having a direct impact on clients. As a Senior Advisor, Financial Accounting in banking products, you will offer solid expertise in your field of activity and influence decisions and orientations based on the sector's business objectives. You will...
-
Senior Investment Advisor
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so that they can better support their clients and generate better returns. Your role:As a portfolio management expert,...
-
Senior Investment Advisor
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so that they can better support their clients and generate better returns. Your role:As a portfolio management expert,...
-
Montreal, Quebec, G4F, CA Scotiabank Full timeRequisition ID: 196885As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll...
-
Montreal, Quebec, G4F, CA Scotiabank Full timeRequisition ID: 196885As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll...
-
Chief Advisor Financial Markets
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeWith a career in Internal Audit - Financial Markets at National Bank, you will be of great value to your business partners’ end to end process and therefore positively impact our clients and employees. As Chief Advisor for the Financial Markets team, you will be an expert resource for our audits focused on important risks of the financial markets (Front...
-
Senior Tax Advisor
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns! The sector's mission is to offer...
-
Senior Strategy and Risk Advisor
2 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career in Risk Management at the National Bank of Canada means participating in our transformation to have a direct impact on our clientele. As a Senior Strategy and Risk Advisor, you participate in risk management and business continuity at the Bank in the event of a financial crisis, as part of the Living Wills program. Living Wills is a cross-functional...
-
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of...
-
Senior Advisor Compliance Trade Surveillance
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Trade Surveillance Advisor, Swaps in our Compliance Trade Surveillance team at National Bank is to assist with the trade surveillance, compliance monitoring and testing for the Financial Markets division of NBC. This job allows you to have a positive impact on the organization and to enhance the overall performance and efficiency, as we...
-
Montreal, QC, G4F, CA Scotiabank Full timeRequisition ID: 196885As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll...
-
Senior Advisor Nonperforming Loans Management
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a senior advisor in the management of nonperforming loan team at National Bank means putting your accounting knowledge and your ability to interpret the results of complex financial analyses to good use. Your role Act as an expert in the accounting of impaired loans and loan losses for the entire organization. Analyze and interpret financial...
-
Senior Advisor Nonperforming Loans Management
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a senior advisor in the management of nonperforming loan team at National Bank means putting your accounting knowledge and your ability to interpret the results of complex financial analyses to good use. Your role Act as an expert in the accounting of impaired loans and loan losses for the entire organization. Analyze and interpret financial...
-
Chief Advisor Financial Markets
1 month ago
Montreal, QC, G4F, CA National Bank Full timeWith a career in Internal Audit - Financial Markets at National Bank, you will be of great value to your business partners’ end to end process and therefore positively impact our clients and employees. As Chief Advisor for the Financial Markets team, you will be an expert resource for our audits focused on important risks of the financial markets (Front...
-
Senior Tax Advisor
1 month ago
Montreal, QC, G4F, CA National Bank Full timeA career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns! The sector's mission is to offer...
-
Senior Advisor Capacity Management
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Senior Advisor, Capacity Management in the Business Process Performance and Evolution team at National Bank, you’ll work with the Operations Payments and Operations Personal Banking teams by using your expertise to help improve their performance and efficiency. Your role Be an expert advisor on capacity management for the Vice-Presidents Use your...
-
Financial Functional Advisor
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as an advisor in the Finance Practical Systems Evolution team at National Bank means interacting with the Bank's various managers and sectors by offering your expertise in complex files, understanding business issues by identifying the needs of stakeholders, and influencing orientations and policies related to your professional field within your...
-
Senior Analyst in Wealth Management
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...
-
Senior Analyst in Wealth Management
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...
-
Senior Financial Advisor
3 weeks ago
Montreal, Quebec, G4F, CA Scotiabank Full timeRequisition ID: 200191Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to...