Client-Focused Financial Advisor | Grow Plans

Requisition ID: 228326 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

Job DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

A major Canadian bank is seeking a Banking Advisor in Sault Ste. Marie to engage with clients and uncover their banking needs. The role involves providing exceptional service and assistance with financial transactions while driving sales and fostering strong relationships. Candidates should possess a Mutual Funds accreditation and demonstrate a passion for...

Job Description What will you do? - Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities - Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and...

A leading Canadian bank seeks an Associate to provide proactive sales support for Financial Planners in Northern Ontario. Responsibilities include maximizing client engagement, supporting team sales objectives, and educating clients about digital options. Must have Mutual Funds accreditation and strong client contact skills. This role offers competitive...

Banking Advisor Join to apply for the Banking Advisor role at RBC Responsibilities Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities Focus on client education and demonstration, leveraging technology to deliver a...

A leading financial institution is seeking a Mobile Mortgage Specialist in Sault Ste. Marie, Ontario. This role focuses on obtaining mortgage business and enhancing banking relationships with clients. The successful candidate will need a strong grasp of the mortgage lending industry, along with customer relationship management skills. Experience in a...

A leading North American financial institution is looking for a Mobile Mortgage Specialist in Sault Ste. Marie. The role involves expanding residential mortgage business and nurturing customer relationships. Ideal candidates are expected to have at least 3 years in a client-facing sales role, combined with an undergraduate degree. This position demands...

Find Your Limitless with Reliance By joining Reliance as a Sales Advisor, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselves on the fact that we provide limitless opportunities for growth,...