Financial Advisor

3 weeks ago


Québec, Quebec, Canada Scotiabank Full time
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 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
- 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

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve an English-speaking clientele.

Location(s): Canada : Quebec : Quebec

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

  • Québec, Quebec, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORApplyLocation: Quebec, QuebecTime Type: Full timePosted On: Posted 2 Days AgoJob Requisition ID: JR00034454You 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

    1 week ago


    Québec, Quebec, Canada Desjardins Group Full time

    Remote Type: The work arrangement for the position is hybrid work.Locations: Rouyn-Noranda, Mistissini, 24, rue Ontario, Notre-Dame-du-Nord, 1, rue Notre-Dame Ouest, Lorrainville, 60, place du Commerce, Matagami.Time Type: Full time.Posted On: Posted 27 Days Ago.Job Requisition ID: R2101826.You will be attentive to what our members and clients are saying to...

  • Financial Advisor

    2 days ago


    Québec, Quebec, Canada Scotiabank Full time

    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...


  • Québec, Quebec, Canada National Bank Full time

    Succeed as an Financial Services Advisor at National Bank and unlock your potential in the exciting field of financial planning. This role offers the chance to develop your skills in advising clients, creating business development opportunities, and contributing to portfolio results.You'll be part of a large established company with flexible working...


  • Québec, Quebec, Canada Coveo Full time

    About this RoleCoveo is seeking a highly motivated Financial Services Advisor to join our team. In this role, you will be responsible for guiding customers to the appropriate staff member for resolving their financial queries and banking needs.Key Accountabilities:Establish and maintain positive relationships with customers, ensuring their needs are met and...


  • Québec, Quebec, Canada iA Financial Group Full time

    Other Possible Location(s): Montreal, QuebecJob category: Customer Service and Administrative SupportAre you passionate about data and looking for your next challenge in data governance? Are you known for your leadership, communication skills, and autonomy? The Data Strategy, Governance, and Analytics department is seeking a Strategic Advisor in Data...


  • Québec, Quebec, Canada iA Financial Group Full time

    Requirements:Bachelor's degree in Law or relevant field related to the position.3-5 years of experience in the financial services industry, with expertise in risk management, compliance, or prudential supervision.Excellent communication and influencing skills, with ability to produce, analyze, and present information to governing bodies.Proficiency in...


  • Québec, Quebec, Canada TALINKO Inc. Full time

    About the RoleTALINKO Inc. is looking for a Corporate Financial Advisor with expertise in accounting standards to support our finance team. The successful candidate will be responsible for providing guidance on financial reporting and compliance matters, ensuring that all financial activities align with regulatory requirements.Responsibilities...


  • Québec, Quebec, Canada iA Financial Group Full time

    Are you ready to take on new challenges with a team of professionals in a dynamic and new environment? Are you a good communicator, with leadership and a service mentality? If you are motivated to contribute to the company's integrated risk management culture, find out more about this opportunity nowWe are looking for a Regulatory Risk Management Advisor to...


  • Québec, Quebec, Canada IA Financial Group Full time

    Description Job Description Are you passionate about data and looking for your next challenge in data governance? Are you known for your leadership, communication skills, and autonomy? The Data Strategy, Governance, and Analytics department is seeking a Strategic Advisor in Data Governance to join our team and help define and implement data...


  • Québec, Quebec, Canada iA Financial Group Full time

    Are you ready to take on new challenges with a team of professionals in a dynamic and new environment? Are you a good communicator, with leadership and a service mentality? If you are motivated to contribute to the company's integrated risk management culture, find out more about this opportunity nowWe are looking for a Regulatory Risk Management Advisor to...


  • Québec, Quebec, Canada IA Financial Group Full time

    Description Are you ready to take on new challenges with a team of professionals in a dynamic and new environment? Are you a good communicator, with leadership and a service mentality? If you are motivated to contribute to the company's integrated risk management culture, find out more about this opportunity now We are looking for a Regulatory Risk...


  • Québec, Quebec, Canada Sun Life Full time

    Job Description : Req#JR00034454 FC30Capitale Nationale What's holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and...


  • Québec, Quebec, Canada National Bank Full time

    A career as a Financial Operations Associate at National Bank presents a valuable opportunity to work in harmony with clients and colleagues. In this role, you will collaborate closely with wealth advisors to deliver exceptional client service that yields long-term benefits for our clients within the Gaudreau Team.Your Key Responsibilities:Provide...


  • Québec, Quebec, Canada RBC Life Insurance Company Full time

    What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand...


  • Québec, Quebec, Canada Sun Life Financial Full time

    The Regional Sales Director plays a key role in driving business growth and development for Sun Life Financial. Reporting to the Regional Vice-President, this individual is responsible for executing a tactical business plan to achieve regional sales targets.The ideal candidate will have 5 years of financial services experience, preferably in a sales role,...


  • Québec, Quebec, Canada iA Financial Group Full time

    iA Financial Group is a Canadian leader in the financial services industry, providing insurance, savings, and wealth management solutions to over five million clients and 50,000 advisors. We are committed to delivering exceptional service and support to our clients and partners.We are seeking a Senior Product Development Specialist to join our team in the...


  • Québec, Quebec, Canada Desjardins Group Full time

    Desjardins GroupWe are a leading Canadian financial services cooperative with a strong commitment to equity, diversity, and inclusion. We believe in providing a positive workplace for all and have zero tolerance for discrimination of any kind.We are seeking a skilled Claims Advisor and Insurance Expert to join our team and help us achieve our goals. As a...


  • Québec, Quebec, Canada EightSix Network Full time

    Job Description Founded in , Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Bonjour, je suis Jinane, Conseillère en recrutement et...


  • Québec, Quebec, Canada IA Financial Group Full time

    Description PPI company overview: is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset. ...