Senior Financial Advisor
5 days ago
What your role will be… Senior Financial Advisor 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 working towards your 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 : Thunder Bay 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. #J-18808-Ljbffr
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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 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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Northwestern Ontario, Canada Scotiabank Full timeA leading North American bank is seeking a Senior Financial Advisor in Thunder Bay, Ontario. This role involves building strong customer relationships, developing personalized financial strategies, and achieving sales targets in a collaborative environment. Candidates should possess a Mutual Funds licence and be working toward a CIFP Diploma, demonstrating a...
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Senior Financial Advisor
4 weeks ago
Northwestern Ontario, Canada Scotiabank Full timeJoin to apply for the Senior Financial Advisor - Thunder Bay - Future Opportunity role at Scotiabank 1 week ago Be among the first 25 applicants Requisition ID: 240604 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What Your Role Will Be… Senior Financial Advisor At Scotiabank we help employees build...
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SUN LIFE FINANCIAL ADVISOR
1 week ago
Northwestern Ontario, Canada Sun Life Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeGet AI-powered advice on this job and more exclusive features.You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
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Financial Advisor: Grow Wealth
2 weeks ago
Northwestern Ontario, Canada Scotiabank Full timeA leading financial institution is seeking a Financial Advisor in Thunder Bay, Ontario. The role focuses on building strong customer relationships and delivering exceptional service to help clients achieve their financial goals. Ideal candidates will have a proven track record in sales and the drive to meet customer needs. Offers a competitive compensation...
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Financial Advisor
3 weeks ago
Northwestern Ontario, Canada Scotiabank Full timeTitle: Financial Advisor - Balmoral & Hewitson Requisition ID: 237726 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor. At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to...
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Independent Financial Advisor | Unlimited Growth
4 weeks ago
Northwestern Ontario, Canada Sun Life Full timeJoin a forward-thinking company as a Financial Advisor, where your unique background and passion for helping others can shine. In this purpose-driven role, you'll build meaningful relationships and guide clients towards financial security. With unlimited earning potential and a supportive environment, you'll have the flexibility to create a career that...
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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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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...
