Financial Advisor
7 months ago
Requisition ID: 200683
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 : Barrie
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.
-
Financial Advisor
2 weeks ago
Barrie, Canada Disability Solutions Full timeRaymond James Independent Financial Services, IFS Barrie, ON is seeking a full-time Financial Advisor. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The Individual should have a minimum of 5 years...
-
Indigenous Financial Services Advisor
4 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeWe are seeking a dedicated and customer-centric Indigenous Financial Services Advisor to join our team in Canada. This is a unique opportunity to make a meaningful impact in the lives of our customers and communities.As an Indigenous Financial Services Advisor, you will be responsible for building strong relationships with our customers and providing...
-
Strategic Financial Advisor Opportunity
3 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're committed to making a difference in our communities and helping our customers achieve their financial goals.About the RoleThis is an exciting opportunity for a skilled Financial Planner/Licensed Financial Advisor to join our diverse and inclusive organization. As a key member of our team, you will be responsible for building strong...
-
Associate Financial Advisor
1 month ago
Barrie, Canada CIBC Full timeWe’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
6 months ago
Barrie, Canada Scotiabank Full timeRequisition ID: 187812 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **First Nations/Metis/Inuit - Financial Advisor** **_ Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act._** **_While you must be an Indigenous person in order to submit...
-
Outside Sales Advisor
6 months ago
Barrie, Canada Climate Air Heating and Air Conditioning Full time**Home Comfort Advisor (Outside Sales Advisor)** **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to...
-
Outside Sales Advisor
6 months ago
Barrie, Canada Climate Air Heating and Air Conditioning Full timeHome Comfort Advisor (Outside Sales Advisor) **Requirements**: Self-motivated and driven to exceed goals and expectations Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and...
-
Barrie, Ontario, Canada Sun Life Full timeJob OverviewSun Life is seeking highly motivated and entrepreneurial individuals to join their team as financial advisors. As a financial advisor, you will have the opportunity to build a thriving business and achieve financial independence.
-
Insurance and Financial Services Advisor
3 months ago
Barrie, Canada Charon Clute Insurance Agency Inc. Full timeJoin Our Dynamic Team as an Insurance & Financial Services Advisor!Charon Clute Insurance Agency Inc.Location: Barrie, ONTyle: Sales - Full TimeCompensation: Base Salary starting from $40000K to $50000K + Commission + BonusesWho we Are:We are a professional insurance office that provides exceptional customer service at every contact. We want to help...
-
Advisor, Asset Management
2 weeks ago
Barrie, Canada BDO Full timep>BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. p>Our national Wealth Management practice in our Northern Ontario offices is looking for an experienced Wealth Advisor to join the team and own the...
-
Outside Sales Advisor
2 months ago
Barrie, Canada Climate Air Heating and Air Conditioning Full timeIf 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 to join our Climate Air location, who are true selling professionals that understand the key to succeeding in sales is based on...
-
Outside Sales Advisor
2 months ago
Barrie, Canada Climate Air Heating and Air Conditioning Full timeIf 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 to join our Climate Air location, who are true selling professionals that understand the key to succeeding in sales is based on...
-
Outside Sales Advisor
1 month ago
Barrie, Canada Climate Air Heating and Air Conditioning Full timeIf 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 to join our Climate Air location, who are true selling professionals that understand the key to succeeding in sales is based on...
-
Outside Sales Advisor
2 months ago
Barrie, Canada Climate Air Heating and Air Conditioning Full timeIf 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 to join our Climate Air location, who are true selling professionals that understand the key to succeeding in sales is based on...
-
Outside Sales Advisor
2 months ago
Barrie, Canada Climate Air Heating and Air Conditioning Full timeIf 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 to join our Climate Air location, who are true selling professionals that understand the key to succeeding in sales is based on...
-
First Nations/metis/inuit
7 months ago
Barrie, Canada Scotiabank Full timeRequisition ID: 173537 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Do you want to join a forward-thinking company surrounded by a collaborative team of innovative thinkers? Are you driven to provide exceptional financial services to your customers? Do you want the opportunity to build and...
-
Insurance Administrative Assistant
4 months ago
Barrie, Canada Financial Design Team Inc. Full timeWho we are We are a progressive financial services firm located in Barrie, ON. We pride ourselves on educating clients and helping them determine the best strategies to meet their objectives. We are expanding our team by adding an Administrative Assistant with an insurance focus. We offer a comprehensive benefit package, a bonus structure and a friendly...
-
Advisor, Wealth Management
3 weeks ago
Barrie, Canada BDO Canada Full timePutting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...
-
Financial Planning Manager
2 weeks ago
Barrie, Ontario, Canada BDO Full timeBDO is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust.Role OverviewWe are seeking an experienced Wealth Advisor to join our team in Northern Ontario. The successful candidate will be responsible for developing and...
-
Strategic Financial Consultant
1 month ago
Barrie, Ontario, Canada National Bank Full timeJob Summary:We are seeking a skilled Professional Financial Services Expert to join our team at National Bank. In this role, you will work closely with clients to provide personalized financial planning and advice, helping them achieve their life goals through the development of their financial plan.Key Responsibilities:Develop and implement effective...