Senior Financial Advisor

4 weeks ago


Richmond Hill, Ontario, Canada Scotiabank Full time
Title: Senior Financial Advisor - Castlemore & Markham Rd, Markham, ON

Requisition ID: 216132

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…

- 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 : Markham || Canada : Ontario : Aurora || Canada : Ontario : Richmond Hill || Canada : Ontario : Thornhill || Canada : Ontario : Toronto

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. 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

  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORLocation: Richmond Hill, OntarioTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR00034443You 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...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    About UsSun Life Financial is a leading insurance company that helps individuals, families, and communities achieve lifetime financial security and live healthier lives. Our purpose-driven career offers unlimited earning potential, independence, and growth opportunities.Job DescriptionAs a Sun Life advisor, you will build long-term relationships with...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    About the Role:We are seeking a Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping customers achieve their financial goals by providing expert advice and guidance.The ideal candidate will have a strong understanding of personal finance and be able to develop personalized financial...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    Unlock Your Earning PotentialSun Life Financial is a leading provider of financial services, and we are seeking talented individuals to join our team as financial advisors. This role offers a unique opportunity to build a successful career in a dynamic and rapidly evolving industry.As a financial advisor with Sun Life Financial, you will have the ability to...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    The RoleWe are seeking a Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for building strong customer relationships and providing expert advice on day-to-day banking, investments and borrowing solutions.You will take a proactive approach to discovering customer needs, educate them on relevant insights, and...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    About This Opportunity:We are seeking an experienced Senior Financial Advisor to join our team at Scotiabank. In this role, you will have the opportunity to make a meaningful impact on our customers' financial futures. Your expertise in financial planning and wealth management will enable you to provide personalized advice and guidance to our clients,...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    About the OpportunityWe are seeking highly motivated and results-driven professionals to join our team of advisors at Sun Life Financial. As a Sun Life advisor, you will have the opportunity to build a fulfilling career, helping individuals and families achieve financial security and well-being.Key AccountabilitiesDevelop and execute customized financial...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    About the Opportunity:We are looking for a talented Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping customers achieve their financial goals by providing expert advice and guidance.The ideal candidate will have a strong understanding of personal finance and be able to develop...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    A career as a financial advisor at Sun Life Financial offers unlimited earning potential and a purpose-driven work environment. You will have the opportunity to develop your skills and knowledge in financial planning, investment management, and risk management.ResponsibilitiesMeet with clients to understand their financial needs and goalsDevelop personalized...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    Sun Life Financial offers a unique opportunity to build a rewarding career in financial services. As a financial advisor, you will have the chance to help individuals, families, and businesses achieve their long-term financial goals.">About Sun Life FinancialAt Sun Life Financial, we believe that everyone deserves to live a healthy, secure, and fulfilling...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    Company OverviewSun Life Financial is a renowned insurance company dedicated to empowering individuals, families, and communities to achieve financial security and well-being. As a Sun Life advisor, you will be part of a dynamic team committed to making a positive impact in people's lives.CompensationOur advisors enjoy unlimited earning potential, based on...


  • Richmond Hill, Ontario, Canada Visavie Full time

    About the Role:As a Senior Living Advisor with Visavie, you will be working with passionate individuals who are dedicated to making a difference in people's lives. Your role will involve creating meaningful relationships with seniors and their families, providing guidance and support throughout their journey.Key Responsibilities:Create trust-based...


  • Richmond Hill, Ontario, Canada Olympus Corporation of the Americas Full time

    Olympus Corporation of the Americas seeks a seasoned financial leader to join our team as a Senior Manager of Finance.About the Role:This is a leadership position responsible for overseeing the finance function for the Canada region.The ideal candidate will have a strong background in finance, accounting, and business operations, with experience in managing...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    Job Description:As a Senior Financial Advisor, you will work closely with customers to understand their financial needs and provide tailored solutions to help them achieve their goals. This may involve developing comprehensive financial plans, providing expert advice on personal finance and investment products, and building strong customer relationships...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    About the Role:As a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. Your expertise in financial planning and wealth management will enable you to educate our clients on relevant insights and expert advice, leading to the development of comprehensive plans tailored to their...


  • Richmond Hill, Ontario, Canada Visavie Full time

    About VisavieAt Visavie, we're dedicated to making a positive impact in the lives of seniors and their families. Our mission is to provide compassionate support and guidance throughout their care journey.Job Description:We're seeking a Senior Living Advisor who shares our passion for delivering exceptional service and building meaningful relationships with...


  • Richmond Hill, Ontario, Canada Visavie Full time

    About the Position:We are seeking an individual who embodies qualities of caring and empathy to join our team as a Senior Living Advisor. As a representative of Visavie, you will play a vital role in helping seniors and their families navigate their choices regarding senior residences or home care.Key Skills and Qualifications:Strong interpersonal and...


  • Richmond Hill, Ontario, Canada Olympus Corporation of the Americas Full time

    Olympus Corporation of the Americas is a global medical technology company that partners with healthcare professionals to provide best-in-class solutions and services for early detection, diagnosis, and minimally invasive treatment.Key Responsibilities:To plan and manage finance functions in accordance with divisional and corporate policies and...


  • Richmond Hill, Ontario, Canada Venterra Full time

    Company OverviewVenterra Realty is a leading developer, owner, and operator of multifamily apartments with approximately 90 mixed-use and multifamily communities across 21 major US cities.We are committed to delivering an industry-leading customer experience through the exceptional commitment and dedication of our team members. Our performance-driven culture...


  • Richmond Hill, Ontario, Canada Olympus Corporation of the Americas Full time

    Olympus Corporation of the Americas is a global leader in medical technology, dedicated to improving patient outcomes through innovative solutions and services.About the Role:This leadership position requires a highly skilled financial professional to oversee our finance function in Canada.The successful candidate will be responsible for leading...