Senior Financial Advisor

1 month ago

Newmarket, Ontario, Canada Scotiabank Full time
About the Role

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. Your expertise in financial planning and wealth management will enable you to provide personalized advice and solutions to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide expert advice on investment and borrowing solutions, ensuring that clients make informed decisions.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored support.
  • Meet and exceed sales targets, driving business growth and revenue for the bank.
Requirements
  • Proven experience in financial planning and wealth management, with a strong understanding of investment and borrowing solutions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to provide expert advice and guidance.
  • Mutual Funds license and completed CIFP Diploma.
What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, with opportunities for bonuses and incentives.
  • A comprehensive training program, with ongoing support and guidance from experienced colleagues.

At Scotiabank, we value diversity and inclusion, and are committed to creating a workplace that is welcoming and inclusive for all employees. If you require accommodation during the recruitment and selection process, please let us know.

  • Senior Financial Analyst

    3 weeks ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for developing financial models to evaluate the impact of potential business decisions.Key ResponsibilitiesDevelop financial models to evaluate the impact of potential business...

  • Senior Financial Analyst

    3 weeks ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for developing financial models to evaluate the impact of potential business decisions.Key ResponsibilitiesDevelop financial models to evaluate the impact of potential business...

  • Financial Planning Specialist

    2 months ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team at Financial Advisor. As a key member of our finance department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Financial Accounting and ReportingAssist with the preparation of monthly financial statements, including...

  • Financial Planning Specialist

    2 months ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team at Financial Advisor. As a key member of our finance department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Financial Accounting and ReportingAssist with the preparation of monthly financial statements, including...

  • Senior Financial Advisor

    1 month ago

    Newmarket, Ontario, Canada The Regional Municipality of York Full time

    Job Title: Senior Financial AdvisorJob Summary:The Regional Municipality of York is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our finance department, you will be responsible for providing financial planning and analysis support to our organization.Key Responsibilities:Develop and maintain financial models and...

  • Senior Financial Advisor

    1 month ago

    Newmarket, Ontario, Canada The Regional Municipality of York Full time

    Job Title: Senior Financial AdvisorJob Summary:The Regional Municipality of York is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our finance department, you will be responsible for providing financial planning and analysis support to our organization.Key Responsibilities:Develop and maintain financial models and...

  • Financial Analyst

    1 month ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and support to our business units.Assist with monthly financial accounting, including journal entries, month-end analysis, and variance analysis to ensure timely and...

  • Financial Analyst

    1 month ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and support to our business units.Assist with monthly financial accounting, including journal entries, month-end analysis, and variance analysis to ensure timely and...

  • Financial Analyst

    1 month ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and support to our business units.Assist with monthly financial accounting, including journal entries, month-end analysis, and variance analysis to ensure timely and...

  • Financial Analyst

    1 month ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and support to our business units.Assist with monthly financial accounting, including journal entries, month-end analysis, and variance analysis to ensure timely and...

  • Financial Analysis Manager

    1 month ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the CompanyWe are a rapidly growing law firm seeking a skilled Financial Analysis Manager to join our team.Why Work Here?Flexible culture with a hybrid work scheduleProgressive environment with strong wellness resourcesOpportunity for learning, career development, and progressionAbout the OpportunityWe are looking for a Financial Analysis Manager to...

  • Financial Analysis Manager

    1 month ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the CompanyWe are a rapidly growing law firm seeking a skilled Financial Analysis Manager to join our team.Why Work Here?Flexible culture with a hybrid work scheduleProgressive environment with strong wellness resourcesOpportunity for learning, career development, and progressionAbout the OpportunityWe are looking for a Financial Analysis Manager to...

  • Financial Analysis and Reporting Manager

    2 months ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analysis and Reporting Manager to join our team. As a key member of our financial department, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key Responsibilities:Review and...

  • Financial Analysis and Reporting Manager

    2 months ago

    Newmarket, Ontario, Canada financial-advisor Full time

    About the OpportunityWe are seeking a highly skilled Financial Analysis and Reporting Manager to join our team. As a key member of our financial department, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key Responsibilities:Review and...

  • Senior Financial Advisor

    4 weeks ago

    Newmarket, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to understanding our customers'...

  • Senior Financial Advisor

    4 weeks ago

    Newmarket, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to understanding our customers'...

  • Senior Financial Planning Specialist

    2 weeks ago

    Newmarket, Ontario, Canada The Regional Municipality of York Full time

    Job Summary: We are seeking a highly skilled Senior Financial Advisor to join our team at The Regional Municipality of York. The successful candidate will be responsible for providing financial planning and analysis support to our organization, including financial reporting, budgeting, and forecasting. Main Responsibilities:Prepare and analyze financial...

  • Financial Planning Specialist

    1 month ago

    Newmarket, Ontario, Canada Scotiabank Full time

    Join Scotiabank's Team of Financial ExpertsAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing personalized financial strategies and solutions to our customers.Key Responsibilities:Develop and implement comprehensive financial plans for our customersProvide...

  • Financial Planning Specialist

    1 month ago

    Newmarket, Ontario, Canada Scotiabank Full time

    Join Scotiabank's Team of Financial ExpertsAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing personalized financial strategies and solutions to our customers.Key Responsibilities:Develop and implement comprehensive financial plans for our customersProvide...

  • Senior Financial Specialist

    2 months ago

    Newmarket, Ontario, Canada Finlink Group Full time

    Senior Financial SpecialistOur esteemed client is on the lookout for an exceptional Senior Financial Specialist to join their dynamic team.Key Responsibilities:Lead the implementation and optimization of ERP systems to enhance operational efficiency.Oversee financial planning, analysis, and reporting processes.Provide strategic insights to support...