Current jobs related to Senior Financial Advisor - Vancouver, British Columbia - Scotiabank

  • Senior Financial Advisor

    4 days ago

    Vancouver, British Columbia, Canada TEEMA Full time

    We are looking for a Senior Financial Advisor to join our team at TEEMA. As a key member of our team, you will play a critical role in ensuring that companies comply with federal, provincial, and municipal tax regulations.Your primary responsibilities will include preparing tax provisions schedules, tax and information returns, payments calculation, reports,...

  • Senior Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Cambie and Marine BranchRequisition ID: 216064Join 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...

  • Financial Planning Expert Advisor

    3 days ago

    Vancouver, British Columbia, Canada BlueShore Financial Full time $90,600 - $106,500

    **Role Overview:**We are seeking an experienced Financial Planning Expert Advisor to collaborate with our retail operations and business leadership in identifying, designing, implementing, and evaluating learning solutions that enhance sales performance and support the achievement of strategic goals.This role serves as a trusted advisor, forming strategic...

  • Financial Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Raymond James Independent Financial Services is seeking a full-time Financial Advisor. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.This position demands a confident personality with a proven sales ability. The...

  • Senior Advisor

    2 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About ScotiabankWe are committed to creating and maintaining an inclusive and accessible environment for everyone. Our goal is to provide exceptional service to our customers while fostering a culture of diversity and inclusion.Job OverviewAs a Senior Financial Advisor at Scotiabank, you will be responsible for providing expert financial guidance to our...

  • Senior Financial Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 219026Join 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...

  • Senior Financial Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 215811Join 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...

  • Senior Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 216763Join 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...

  • Senior Financial Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 219027Join 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...

  • Senior Financial Advisor

    7 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 219027Join 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...

  • Financial Advisor

    7 days ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Financial Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

  • Financial Advisor

    3 days ago

    Vancouver, British Columbia, Canada Western Financial Group Full time

    Key ResponsibilitiesAs an Insurance Advisor, you will be responsible for:Managing a high-volume contact centre environmentProviding exceptional customer service through proactive communication and problem-solvingMeeting or exceeding sales targets while maintaining a focus on customer needsCollaborating with cross-functional teams to resolve complex customer...

  • Financial Operations Coordinator

    2 days ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Company Overview:Raymond James Ltd. is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.We are committed to providing exceptional client experiences and supporting our financial advisors in delivering value-added services to their...

  • Financial Advisor Opportunity

    7 days ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Capital Markets Advisors is a boutique consultancy firm specializing in the Financial Services sector. Our client, a distinguished wealth management firm, is seeking a dynamic individual to join their team as a financial advisor.About the RoleThis is an opportunity for experienced financial advisors to take their career to the next level or transition into a...

  • Senior Financial Planning Specialist

    1 day ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About UsAt Raymond James Financial, we're committed to delivering exceptional service to our clients and their families. As a leading independent investment dealer in Canada, we offer a wide range of high-quality investment products and services tailored to meet the unique needs of Canadians seeking customized wealth management solutions.The RoleWe're...

  • Only 24h Left Senior Manager, Financial Advisor, Investment

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As the Senior Manager, FAIR, you will report to the Regional Vice President and National Lead, FAIRs Strategy and Execution. The successful incumbent will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team...

  • RVP – Advisor Relationships

    4 weeks ago

    Vancouver, British Columbia, Canada iA Financial Group Full time

    - Office: 988 Broadway West- Other Possible Location(s): Calgary, Alberta- Job category: Direct Sales - Generalist / Multiple DisciplinesAre you passionate about nurturing relationships with Advisors and providing exceptional client experience? We are looking for a Regional Vice-President, Advisor Relationships who will be responsible for managing...

  • Lead Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Ocean 6 Wealth Advisory Full time

    Job descriptionPosition: Lead Financial AdvisorWHO WE AREOcean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth.To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be...

Senior Financial Advisor

1 month ago

Vancouver, British Columbia, Canada Scotiabank Full time

Job Title: Senior Financial Advisor

">

At Scotiabank, we're dedicated to helping our customers achieve their financial goals and build a better future for themselves and their families. As a Senior Financial Advisor, you'll play a key role in this effort by providing expert advice and guidance to our clients.

">

About the Role:

">

As a Senior Financial Advisor, your primary responsibility will be to develop and implement comprehensive financial plans that meet the unique needs and goals of our clients. This will involve conducting thorough assessments of their financial situations, identifying areas for improvement, and creating tailored strategies to help them achieve their objectives.

">

You'll also be responsible for building and maintaining strong relationships with our clients, providing ongoing support and guidance as needed, and ensuring that they have access to the resources and expertise required to succeed.

">

Key Responsibilities:

">
  • Develop and implement comprehensive financial plans that meet the unique needs and goals of our clients">
  • Conduct thorough assessments of client financial situations, identify areas for improvement, and create tailored strategies to help them achieve their objectives">
  • Build and maintain strong relationships with clients, providing ongoing support and guidance as needed">
  • Stay up-to-date on industry trends and developments, and leverage this knowledge to provide expert advice and guidance to clients">
  • Meet or exceed sales targets, and contribute to the growth and success of the branch">
  • Work collaboratively with other team members to achieve common goals and objectives">

Requirements:

">

To succeed in this role, you'll need to possess a combination of technical skills, business acumen, and interpersonal skills. Specifically, you'll need:

">
  • A Mutual Funds licence and completed CIFP Diploma">
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically">
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike">
  • A proven track record of meeting or exceeding sales targets in a fast-paced environment">
  • The ability to work effectively in a team-oriented environment, with a focus on collaboration and mutual support">
  • Knowledge of industry trends and developments, with the ability to stay up-to-date on the latest developments and insights">

What We Offer:

">

We offer a competitive compensation and benefits package, as well as opportunities for professional growth and development. You'll be part of a collaborative team of innovative thinkers, working together to achieve common goals and objectives. Plus, you'll have the chance to make a real difference in the lives of our clients, and contribute to the success of our organization.

">

Location: Canada: British Columbia: Vancouver

">

About Scotiabank:

">

Scotiabank is a leading bank in the Americas, guided by our purpose: