Senior Financial Advisor
7 days ago
What your role will be… Senior Financial Advisor Requisition ID: 246480 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 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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Central Ontario, Canada Accelerate Her Future® Full timeA leading financial institution in Ontario seeks a Senior Financial Advisor to enhance customer relationships and provide tailored financial strategies. Responsibilities include developing personalized banking solutions and achieving sales targets. Ideal candidates should have a Mutual Funds licence and CIFP Diploma, with a strong record in customer service....
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Senior Financial Advisor: Holistic Planning
3 weeks ago
Central Ontario, Canada Scotiabank Full timeA leading financial institution in Orillia, Ontario is seeking a Senior Financial Advisor to enhance customer relations and provide personalized financial strategies. The role involves proactive education of customers, building comprehensive plans, and achieving sales targets in a fast-paced environment. Candidates must possess a Mutual Funds licence and a...
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Central Ontario, Canada Accelerate Her Future® Full timeA financial services firm is seeking a Senior Financial Advisor for an 18-month contract in Orillia, Ontario. The role involves building strong customer relationships, educating clients on financial products, and creating comprehensive financial plans. Ideal candidates should possess a Mutual Funds licence and CIFP Diploma, along with a strategic mindset to...
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Senior Financial Advisor — Personal Banking
2 weeks ago
Central Ontario, Canada Scotiabank Full timeA leading financial institution in Canada is seeking a Senior Financial Advisor to join their team in Orillia, Ontario. In this role, you will engage with customers to understand their needs and provide tailored financial strategies. Your expertise will help foster lasting customer relationships and drive sales success. You can expect a competitive...
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Sales Advisor
2 weeks ago
Central Ontario, Canada Sienna Senior Living Full timeJoin to apply for the Sales Advisor role at Sienna Senior Living. If you’re passionate about being part of a team that is committed to the Team Member Experience and driven by innovation and growth, then join us! Responsibilities Development and implementation of the Community marketing plan. Coordination of promotional activities. Hold primary...
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Senior Financial Advisor
3 weeks ago
Central Ontario, Canada Accelerate Her Future® Full timeSenior Financial Advisor - West Ridge Place, Orillia, ON (18 Months Contract) Join the Accelerate Her Future® application for a senior financial advisor role at Scotiabank located at West Ridge Place, Orillia, ON. This 18‑month contract position offers a dynamic, purpose‑driven environment. Location: Orillia, Ontario, Canada What You’ll Be Doing...
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Senior Financial Advisor
3 weeks ago
Central Ontario, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 246480Join 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...
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Central Ontario, Canada CIBC Full timeA leading Canadian bank seeks a Sr. Financial Advisor in Orillia to manage a dedicated client portfolio and provide exceptional financial advice. In this role, you will engage with clients to create comprehensive financial plans and enhance their experience. Applicants should have 1.5–3 years of financial advisory experience and relevant certifications....
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Financial Advisor- Parry Sound
6 days ago
Central Ontario, Canada Accelerate Her Future® Full timeWhat your role will be Financial Advisor Description Requisition ID: 241901 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...
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Senior Living Sales
2 weeks ago
Central Ontario, Canada Sienna Senior Living Full timeA senior living community provider in Ontario is looking for a Sales Advisor to manage sales functions and develop community marketing plans. The ideal candidate has 5 years of sales experience, preferably in seniors housing or hospitality, and strong customer service skills. Responsibilities include coordinating promotional activities, building community...