Senior Financial Advisor

2 months ago

Central Ontario, Canada Scotiabank Full time
Title: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contract

Requisition ID: 200925

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…

  • 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: Barrie || Canada: Ontario: Innisfil || Canada: Ontario: Orillia || Canada: Ontario: Thornton || Canada: Ontario: Wasaga Beach

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 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.

#J-18808-Ljbffr

  • Senior Financial Advisor

    4 weeks ago

    Central Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong relationships with our customers and providing expert financial advice to help them achieve their goals.Key ResponsibilitiesTake a proactive approach to understanding customer needs and providing...

  • Senior Financial Advisor

    1 month ago

    Central Ontario, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contractRequisition ID: 200925Join 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...

  • Small Business Advisor

    3 months ago

    Central Ontario, Canada Scotiabank Full time

    Title: Small Business Advisor - Parry Sound, ONRequisition ID: 205495Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat 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,...

  • Financial Advisor

    3 months ago

    Ontario, Canada Triple A Plus Financial Full time

    **About us** We are dedicate to providing our clients with peace of mind through comprehensive life insurance solutions. We believe in building lasting relationships with our clients, understanding their unique needs, and helping them secure their future. As we continue to grow, we are looking for passionateand driven individuals to join our team. Are you...

  • Small Business Advisor

    2 months ago

    Central Ontario, Canada Scotiabank Full time

    Requisition ID: 205495Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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, the focus is to provide exceptional service...

  • Financial Security Advisor

    2 months ago

    Ottawa, Ontario, H2B, Montréal, Canada Financière Sun Life Full time

    As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievementsLet’s talk. This could be the start of something great!What’s in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and...

  • Senior Compliance Officer

    5 months ago

    Toronto, Ontario, Ontario, Canada CI Financial Full time

    JOB OVERVIEWWe are currently seeking a Senior Compliance Officer, CI Wealth Compliance. In this role, the successful candidate is expected to encourage and foster a culture of compliance within the organization in accordance with securities industry rules and regulations. The incumbent will be responsible for assisting Compliance management with policy and...

  • Senior Branch Administrator CIBC Wood Gundy

    1 month ago

    Central Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Senior Branch Administrator CIBC Wood Gundy page is loaded Senior Branch Administrator CIBC Wood Gundy Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago time left to apply End Date: November 8, 2024 (26 days left to apply) job requisition id 2422195 We’re...

  • Senior Executive: Strategic Financial Leadership for ExecThread

    1 week ago

    Ontario, Oregon, Canada ExecThread Full time

    **Executive Director of Financial Planning for ExecThread**The ExecThread team is seeking an experienced executive to oversee the organization’s financial planning and strategy. The successful candidate will be responsible for leading the development and implementation of financial plans that align with the company’s goals and objectives, as well as...

  • Senior Wealth Associate

    2 months ago

    Oakville, Ontario, B8B, Halton, Canada National Bank Full time

    A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients’ accounts to recommend business opportunities...

  • Senior Investment Operations Associate

    2 weeks ago

    Burlington, Ontario, Halton, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork,service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in...

  • Advisor's Associate

    3 weeks ago

    Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

  • Strategic Financial Leader

    1 week ago

    Ontario, Oregon, Canada Mnp Llp Full time

    Mnp Llp is seeking a skilled Manager, Assurance to join our team. As a trusted advisor, you will provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.This role involves leading client-facing engagement teams to complete audits, compliance tax engagements, budgeting, internal controls, and...

  • Business Development Expert

    3 weeks ago

    Central Ontario, Canada Scotiabank Full time

    About the Role: Small Business AdvisorWe are seeking a skilled Small Business Advisor to join our team at Scotiabank.As a key member of our Canadian Banking Branch network, the successful candidate will provide exceptional service to our customers, building strong relationships and delivering tailored solutions to meet their unique needs.Key...

  • Culinary Operations Partner Long Term Care

    4 days ago

    Ontario, Canada Sienna Senior Living Full time

    We are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. Moreover, we truly believe it is a privilege to serve Canada’s seniors, ensuring they live...

  • Culinary Operations Partner Long Term Care

    4 days ago

    Ontario, Canada Sienna Senior Living Full time

    We are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. Moreover, we truly believe it is a privilege to serve Canada’s seniors, ensuring they live...

  • Culinary Operations Partner Long Term Care

    3 days ago

    Ontario, Canada Sienna Senior Living Full time

    We are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. Moreover, we truly believe it is a privilege to serve Canada’s seniors, ensuring they live...

  • Senior Financial Analyst

    3 weeks ago

    Toronto, Ontario, Ontario, Canada Corporate Consultants Full time

    Our client is a global owner, operator, investor and developer of best-in-class real estate across retail, office, residential, industrial and mixed-use asset classed. Managing over $25 billion in assets, with further expansion planned internationally, the company’s Canadian portfolio comprises a number of landmark properties. The company offers an...

  • Senior Financial Reporting Manager

    4 weeks ago

    Ontario, Oregon, Canada BDO Full time

    BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.Our Kenora office is seeking a Senior Financial Reporting Manager to join the Financial Reporting & Insights team and take ownership of the following...

  • Director, Investments

    3 weeks ago

    Markham, Ontario, York region, Canada Sienna Senior Living Full time

    We are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. And we truly believe it is a privilege to serve Canada’s seniors, ensuring they live fulfilling...