Financial Advisor

2 weeks 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 Sun Life Financial Full time

    Sun Life Financial is a global company with a rich history of innovation and customer-focused service. As a financial advisor with our company, you'll have the opportunity to build lasting relationships with clients, develop your skills and expertise, and contribute to our mission of making a positive impact on people's lives.Our ApproachWe believe that...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Financial Advisor RolePrepare strategies to attract and connect with new Clients.Conduct meetings with prospective and existing Clients.Review their current financial state and gather information about their future goals.Build a financial roadmap to help them achieve these goals.


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORApply locations: Waterloo, OntarioTime type: Full timePosted on: Posted YesterdayJob requisition id: JR00034528You 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 dynamic colleagues - experts in their fields - who are eager to...

  • Financial Advisor

    4 weeks ago


    Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...


  • 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 Scotiabank Full time

    As a Client-Focused Financial Advisor at Scotiabank, you will have the opportunity to work closely with customers to understand their financial goals and develop personalized strategies to help them achieve success.About the roleOur team is dedicated to providing exceptional service and expert advice to our customers. We are seeking a highly motivated and...


  • Waterloo, Ontario, Canada Scotiabank Full time

    Requisition ID: 220000Join 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, Ontario, Canada Definity Financial Corporation Full time

    Job SummaryWe are seeking an Accident Benefits Advisor to join our team at Definity Financial Corporation. As a key member of our Accident Benefits team, you will be responsible for providing technical guidance and support to claims personnel.Key ResponsibilitiesProviding ongoing coaching and instructions in the investigation and adjustment of large and...


  • Waterloo, Canada Kindred Credit Union Limited Full time

    **At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.** **You're invited to make a difference **We are currently recruiting for a **Financial Services Advisor**to fill a full-time permanent vacancy in our **Waterloo**location**.** In this role,...


  • Waterloo, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    2 weeks ago


    Waterloo, Canada Scotiabank Full time

    Requisition ID: 104585 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...


  • Waterloo, Canada Manulife Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...


  • Waterloo, Ontario, Canada Raymond James Financial Full time

    Company Overview">Raymond James Financial is a leading independent investment dealer in Canada, offering high-quality investment products and services to individuals seeking customized solutions for their wealth management needs.">Salary">We offer a competitive compensation package that includes flexible workstyles, health benefits, RRSP matching, employee...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    At Sun Life Financial, we are committed to helping our clients achieve their financial goals. As a Business Development Partner, you will play a key role in onboarding, developing, and supporting our advisors to drive sales growth and client service.Job Description:This is an exciting opportunity for a motivated individual to join our team as a Business...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    As an Advisory Services Leader at Sun Life Financial, you will play a key role in driving sales growth and client service by onboarding, developing, and supporting our advisors. This includes recruiting, selecting, training, and onboarding new advisors and overseeing the successful execution of an Onboarding Plan. You will lead developing advisors through...


  • 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...

  • Life Underwriter

    2 weeks ago


    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 Sun Life Financial Full time

    Sun Life Financial is a leading provider of insurance and wealth management solutions. We are seeking a highly motivated and experienced individual to join our team as a Sales Growth Partner.Job Description:In this role, you will be responsible for onboarding, developing, and supporting our advisors to drive sales growth and client service. This includes...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Sun Life Financial is a leading provider of insurance and wealth management solutions. We are seeking a highly motivated and experienced individual to join our team as an Insurance and Wealth Specialist.Job Description:In this role, you will be responsible for onboarding, developing, and supporting our advisors to drive sales growth and client service. This...


  • 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...