Senior Financial Advisor
5 days ago
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.
Key Responsibilities- Provide comprehensive financial planning and investment advice to clients, ensuring their financial goals and objectives are met.
- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
- Collaborate with other team members to deliver exceptional client service and achieve business objectives.
- Participate in ongoing professional development to enhance knowledge and skills in financial planning and investment management.
- Minimum of 5 years' experience in financial services, with a strong background in financial planning and investment management.
- University degree in business, commerce, or a related field, and hold the Certified Financial Planner (CFP) designation.
- IIROC licensed as a Registered Representative (IIROC-RR), including completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
- Life License (LLQP) and a willingness to complete other regulatory requirements.
- A dynamic and supportive work environment, with opportunities for professional growth and development.
- A competitive compensation package, including bonuses and benefits.
- The chance to work with a leading bank in the Americas, with a strong commitment to customer service and community involvement.
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Senior Financial Consultant
5 days ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
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Senior Financial Consultant
5 days ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
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Senior Financial Advisor
1 week ago
Surrey, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide comprehensive financial planning and investment advice to clients,...
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Senior Financial Advisor
1 week ago
Surrey, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank. As a key member of our financial services team, you will play a critical role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide comprehensive financial planning and investment advice to clients,...
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Senior Financial Services Professional
1 week ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
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Senior Financial Services Professional
1 week ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
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Senior Financial Services Professional
2 days ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a strong understanding of investment, deposit, and complex lending services, and be able to identify member life stage cycles and provide tailored solutions to meet their...
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Senior Financial Services Professional
2 days ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a strong understanding of investment, deposit, and complex lending services, and be able to identify member life stage cycles and provide tailored solutions to meet their...
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Financial Services Advisor
3 weeks ago
Surrey, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial Group G&F Financial Group, a leading financial institution in British Columbia, is dedicated to empowering individuals and businesses to achieve their financial goals. With a rich history of serving communities across the province, we offer a comprehensive range of personal and commercial banking solutions, investment services, and...
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Senior Financial Advisor
3 weeks ago
Surrey, British Columbia, Canada Scotiabank Full timeRequisition ID: 205899 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Surrey. Reporting to the Regional Manager you...
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Financial Advisor
5 days ago
Surrey, British Columbia, Canada Scotiabank Full timeJoin a purpose-driven team at Scotiabank, a leading bank in the Americas, where you can make a meaningful impact and build a successful career. Financial Advisor Role As a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for: Building strong relationships with...
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Senior Financial Consultant
3 days ago
Surrey, British Columbia, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management. As a key member of our team, you will play a critical role in providing expert financial advice to our clients and helping them achieve their financial goals.Key ResponsibilitiesContribute to the overall success of our client value...
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Senior Financial Consultant
3 days ago
Surrey, British Columbia, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management. As a key member of our team, you will play a critical role in providing expert financial advice to our clients and helping them achieve their financial goals.Key ResponsibilitiesContribute to the overall success of our client value...
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Senior Insurance Advisor
10 hours ago
Surrey, British Columbia, Canada Westland Insurance Full timeSenior Insurance Advisor - Region F King George Blvd, Surrey, BC V3T 0P9, Canada Req #3452 Friday, September 20, We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our King George HUB office in Surrey, BC Do you love...
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Financial Services Representative
6 days ago
Surrey, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and driving business growth.Key...
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Financial Services Representative
5 days ago
Surrey, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and driving business growth.Key...
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Financial Services Advisor
1 week ago
Surrey, British Columbia, Canada Western Financial Group Full timeAbout the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will play a key role in providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide quotes and sell new policies to customers, building...
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Financial Services Advisor
1 week ago
Surrey, British Columbia, Canada Western Financial Group Full timeAbout the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will play a key role in providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide quotes and sell new policies to customers, building...
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Financial Services Representative
1 week ago
Surrey, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building long-lasting...
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Financial Services Representative
1 week ago
Surrey, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building long-lasting...