Financial Advisor
5 months ago
Requisition ID: 183208
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**About the role**:
As an Investment & Personal Banking Specialist/ Boucherville/ Permanent/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.
**Is this role right for you? In this role, you will**:
- Be passionate about financial sales as well as delivering trusted financial advice to customers
- Educate customers, providing relevant insights and expert advice
- Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
- Understand the importance of being results-driven
- Be highly engaged
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
- Sales management experience and the ability to market Scotiabank
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
**What’s in it for you?**
- A competitive compensation and benefits package
- Ability to make a lasting impact on customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities - for you and your customers
- You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
- You’ll receive clear transparent criteria to progress in your career
Location(s): Canada : Quebec : Boucherville
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 Services Advisor
4 weeks ago
Boucherville, Quebec, Canada Desjardins Full timeAs a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice on financial products and services. You will work closely with a diverse client base, consisting mainly of individual...
-
Banking Advisor
4 weeks ago
Boucherville, Quebec, Canada National Bank Full timeJob Title: Banking AdvisorAbout the Role:As a Banking Advisor at National Bank, you will play a vital role in providing exceptional client service and financial guidance to our customers. You will be responsible for building strong relationships with clients, understanding their financial needs, and offering tailored solutions to meet their goals.Key...
-
Expert Financial Advisor for Client Growth
3 days ago
Boucherville, Quebec, Canada Scotiabank Full timeEstimated annual salary: CAD $85,000 - CAD $110,000About ScotiabankWe're 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.Job DescriptionThis role is focused on developing and deepening client...
-
Banking Advisor
4 weeks ago
Boucherville, Quebec, Canada National Bank Full timeAbout the RoleAs a Banking Advisor at National Bank, you will play a key role in helping clients achieve their financial goals. You will work closely with a team of experts to provide personalized advice and solutions to clients, helping them navigate complex financial situations.Key ResponsibilitiesListen to clients' needs and provide tailored advice to...
-
Service Advisor
3 weeks ago
Boucherville, Quebec, Canada Les Pneus Carignan Full timeJob Title: Service AdvisorAbout the Role:Les Pneus Carignan is seeking a Service Advisor to join our team. As a Service Advisor, you will be responsible for addressing customer complaints or concerns, answering inquiries, and providing information to customers. You will also be responsible for arranging billing for services, arranging for refunds and...
-
Chief Financial Operations Specialist
3 weeks ago
Boucherville, Quebec, Canada Fed Finance Full timeAt Fed Finance, we pride ourselves on being a leading recruitment firm specializing in finance and accounting professions. Our team of experts is dedicated to supporting you throughout your job search and career aspirations.Good morning,My name is Romane, a recruitment and business development advisor at Fed Finance. I work with clients seeking top talent in...
-
Financial Advisor
5 months ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 196231 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Financial Advisor
5 months ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 196231 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist/ Boucherville/ Temporary/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...
-
Corporate Channel Advisor
3 weeks ago
Boucherville, Quebec, Canada IG Wealth Management Full timeAdvisor Role OverviewAt IG Wealth Management, we are seeking a skilled Corporate Channel Advisor to join our team. This role requires the successful candidate to be Mutual Fund Licensed and have a strong background in client-facing financial planning.Key ResponsibilitiesDevelop and implement holistic financial plans for clients, considering their short and...
-
Advisor& IG Wealth Management& Corporate Channel
4 weeks ago
Boucherville, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate ChannelLocation(s): Québec – Montérégie We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply...
-
Wealth Management Advisor
2 months ago
Boucherville, Canada Desjardins Full timeTemporary position for 14 months As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...
-
Banking Advisor
3 weeks ago
Boucherville, Quebec, Canada National Bank Full timeAs a Banking Advisor at National Bank, you will have the opportunity to work in a dynamic and supportive environment where you can grow your skills and knowledge. Your primary responsibility will be to provide exceptional client service, building strong relationships with our clients and helping them achieve their financial goals.Your day-to-day tasks will...
-
Corporate Channel Advisor
4 weeks ago
Boucherville, Quebec, Canada IG Wealth Management Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at IG Wealth Management. As a Corporate Channel Advisor, you will be responsible for providing proactive and outstanding planning and advice to clients, leading with the IG Living Plan.This role requires the successful candidate to be Mutual fund...
-
Financial Advisor
7 days ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 211098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Financial Advisor
6 days ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 211098Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Director, Financial Reporting and Consilidation
5 months ago
Boucherville, Canada Rona Inc. Full time**Please note that**: - Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. - We require all our head office associates to be proficient in French, spoken and written. At RONA, over 22,000 employees...
-
Boucherville, Quebec, Canada Fed Finance Full timeCompany OverviewFed Finance is a recruitment firm specializing in the recruitment of finance professions. Our team of financial experts operate in your world and cover accounting, finance and payroll professions.Job Title: Financial AnalystWe are seeking a Financial Analyst for our client, a company in the pharmaceutical sector. This is a permanent position...
-
New Business Administrator
4 days ago
Boucherville, Canada Réseau d'assurance IDC Worldsource inc. Full timeLe réseau d’assurance IDC Worldsource Inc. est un agent général de gestion (AGG) en services financiers ayant un objectif unique : être le principal AGG pour tous les conseillers indépendants au Canada. Nous cherchons avant tout à offrir aux conseillers une approche complète et souple à même de faire face aux défis du monde de la finance en...
-
Senior Banking Professional
3 weeks ago
Boucherville, Quebec, Canada National Bank Full timeAbout the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and offering tailored financial solutions to meet the needs of our clients.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial...
-
Senior Banking Professional
3 weeks ago
Boucherville, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and support to our clients in the area of personal banking.Key Responsibilities:Provide personalized banking solutions to clients, including transaction,...