Senior Financial Advisor
2 weeks ago
Select how often (in days) to receive an alert: Requisition ID: 242035 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 : Orillia Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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. #J-18808-Ljbffr
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Senior Financial Policy Advisor
2 weeks ago
Southwestern Ontario, Canada Financial Policy Full timeSenior Financial Policy Advisor Position No : 00033817 Level / Salary : Level 6, $120,457 - $132,753 per annum (PSCA 2024) + superannuation Directorate / Business Unit : Office of the Deputy Under Treasurer -> Financial Policy and Operations Work Type : Permanent - Full Time Location : Perth Closing Date : 2025-12-04 4 : 00 PM Are you passionate about making...
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Associate Financial Advisor
2 weeks ago
Central Ontario, Canada Essential HR Full timeOverviewIrons Financial Services Inc., a proud agency representing The Co-operators, is a dynamic and community-focused financial services team committed to helping individuals, families, and businesses achieve financial security through life, wealth, and general insurance solutions. Our office is known for its professionalism, warmth, and deep community...
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Senior Financial Advisor
2 weeks ago
Central Ontario, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Orillia, Ontario. This role focuses on building strong customer relationships and providing tailored financial strategies. The ideal candidate will have a Mutual Funds licence, a CIFP Diploma, and a proven track record in sales targets. Competitive compensation and benefits are offered...
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Senior Financial Advisor
2 weeks ago
Central Ontario, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Orillia, Ontario. This role focuses on building strong customer relationships and providing tailored financial strategies. The ideal candidate will have a Mutual Funds licence, a CIFP Diploma, and a proven track record in sales targets. Competitive compensation and benefits are offered...
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Senior Financial Advisor
2 weeks ago
Central Ontario, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 242035 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...
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Client-Focused Financial Advisor
3 weeks ago
Central Ontario, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Advisor in Orillia, Ontario. In this role, you will proactively engage with customers to understand their needs and provide expert advice. You will build comprehensive financial plans and develop long-standing relationships to grow the branch's business. Candidates should have a Mutual Funds licence and a...
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Senior Financial Policy Leader
2 weeks ago
Southwestern Ontario, Canada Financial Policy Full timeA government department in Canada is seeking a Senior Financial Policy Advisor to join the Financial Policy and Operations team. This role involves researching and evaluating legislation, providing compliance advice, and developing financial policy proposals to improve governance. Candidates should possess strong analytical skills and experience in...
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Financial Advisor- Parry Sound
2 weeks ago
Central Ontario, Canada Scotiabank Full timeFinancial Advisor – Parry Sound Requisition ID: 241901 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. 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...
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Northwestern Ontario, Canada Scotiabank Full timeA leading financial institution in Ontario is looking for a Senior Financial Advisor in Thunder Bay. The role involves proactively building customer relationships, developing personalized financial strategies, and meeting sales targets in a dynamic environment. Candidates should have a Mutual Funds license and be working towards their CIFP Diploma. The...
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Senior Financial Analyst
3 weeks ago
Southwestern Ontario, 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...