Financial Advisor

1 month ago


Waterloo, Canada Scotiabank Full time

Requisition ID: 209574

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 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 and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- To uncover and solve for customers’ needs
- Mutual Funds licence and working towards the 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 : Waterloo

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.



  • Waterloo, Ontario, Canada financial-advisor Full time

    We are seeking a highly skilled Assurance Manager to join our Financial Services team in a leadership role. This is an excellent opportunity for a professional with 5-7 years of experience in accounting and a strong background in financial services.In this position, you will be responsible for developing and maintaining productive relationships with client...


  • Waterloo, Canada Serenia Life Financial Full time

    **Join Our Team as a Financial Insurance Advisor and Make a Difference!**: **Imagine working for a company that is both Human and Kind...** At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As...


  • Waterloo, Canada Shaw Investment & Insurance Solutions Inc Full time

    Shaw Investment & Insurance Solutions Inc Hiring a Financial Advisor Prerequisites to apply: - Dual licensed mutual funds (or CSC) and life insurance license - Minimum 2 years of industry experience in either banking or insurance - Dual licence - Industry experience - The following traits - Personable - Presentable - Have attention to detail - Have the...


  • Waterloo, Ontario, Canada Sun Life Full time

    Company OverviewSun Life is a leading financial services company that offers innovative solutions to help individuals and families achieve their financial goals. As a Business Development Financial Advisor, you will play a key role in helping clients build their financial futures.Estimated Salary$46,000 - $60,000 per year, depending on experience and...


  • Waterloo, Ontario, Canada IG Wealth Management Full time

    We are seeking a skilled Financial Advisor to join our entrepreneurial environment at IG Wealth Management. As an Associate, you will have the opportunity to participate in a full practice succession plan within 2-3 years, driving business growth and success.Our practice has achieved outstanding results, ranking in the top 100 across Canada and being named...


  • Waterloo, Ontario, Canada Meridian Credit Union Ltd Full time

    At Meridian Credit Union Ltd, our mission is to provide exceptional financial services and solutions to our valued Members.We are seeking a Senior Financial Advisor to join our team in Windsor, Ontario. As a Senior Financial Advisor, you will be responsible for building strong relationships with our Members, providing expert advice on credit and investment...


  • Waterloo, Canada FaithLife Financial Full time

    Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...


  • Waterloo, Ontario, Canada GHD Full time

    At GHD, we live and breathe the power of commitment every day.The Technical Financial Advisor is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System. This position analyzes projects and their financial performance to promote the financial success of projects. We strive to create opportunity for all, giving...


  • Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented...


  • Waterloo, Ontario, Canada GHD Full time

    Accuracy and IntegrityThe Service Advisor - Project Financial Management role is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System.This position analyzes project financial performance and provides support to Project Managers, Directors, and others to promote financial success.Key Responsibilities:Review...


  • Waterloo, Canada Scotiabank Full time

       Requisition ID: 209717Join 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...


  • Waterloo, Canada Serenia Life Financial Full time

    Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...

  • Insurance Advisor

    4 weeks ago


    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 Year** The Undergraduate Advisor/Coordinator (Advisor) enhances the quality of the undergraduate student experience in Electrical and Computer Engineering (ECE), and is a key contributor to student success. To this end, the Advisor directly participates in ECE’s initiatives to improve retention rates and fourth year graduation rates....

  • Commissions Analyst

    6 months ago


    Waterloo, Canada Serenia Life Financial Full time

    Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...

  • Product Owner

    6 days ago


    Waterloo, Canada Manulife Insurance Malaysia Full time

    Full timePosted on: Posted 3 Days AgoTime left to apply: End Date: November 29, 2024 (6 days left to apply)Job requisition id: JR24110357Within Canada Retirement, we are seeking a highly motivated Product Owner for the Sponsor & Advisor Experience Pillar who will work closely with the technical lead and scrum master to deliver market-leading digital...

  • Outside Sales Advisor

    1 month ago


    Waterloo, Canada Dunn Heating and Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Financial Advisor

    4 months ago


    Waterloo, Canada Scotiabank Full time

       Requisition ID: 203847Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…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...

  • Product Owner

    2 weeks ago


    Waterloo, Canada Manulife Insurance Malaysia Full time

    Waterloo, OntarioType: Full-TimePosted On: Published YesterdayApplication Deadline: November 29, 2024 (8 days left to apply)Job Requisition ID: JR24110357Within Canada Retirement, we are seeking a highly motivated Product Owner for the Sponsor & Advisor Experience Pillar who will work closely with the technical lead and scrum master to deliver market-leading...


  • Waterloo, Ontario, Canada Sun Life Full time

    At Sun Life Canada, we're a top provider of life, health and wealth products in the Canadian marketplace.This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator.A key part of this leadership is ensuring there is a consistent...