Senior Financial Consultant

1 month ago


Barrie, Ontario, Canada Scotiabank Full time
About the Role

What You'll Be Doing...

As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.

Key Responsibilities:

  • Develop personalized financial strategies for customers, including day-to-day banking, investments, and borrowing solutions.
  • Build strong, long-standing relationships with customers by nurturing their comprehensive plans and helping them achieve their goals.
  • Meet and exceed sales targets in a fast-paced environment that aligns with customer goals.
  • Collaborate with a team of innovative thinkers to deliver exceptional customer experiences.

What We're Offering...

  • A competitive compensation and benefits package.
  • Opportunities for growth and development through internal training and leadership support.
  • A collaborative and inclusive work environment that values diversity and inclusion.
  • The chance to make a difference in our communities and contribute to the success of our customers.

Requirements:

  • A Mutual Funds licence and completed CIFP Diploma.
  • The appetite and drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies.

Location: Canada, Ontario, various locations including Barrie, Collingwood, Innisfil, Orillia, and Wasaga Beach.



  • Barrie, Ontario, Canada Royal Victoria Regional Health Centre Full time

    As a Program Financial Consultant at Royal Victoria Regional Health Centre, you will provide expert financial analysis and planning support to various hospital programs. The position integrates and interprets financial and clinical information to enable effective and efficient resource management. The Program Financial Consultant will work with Directors,...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 204442At 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 expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.About the RoleAs an...


  • Barrie, Ontario, Canada Royal Victoria Regional Health Centre Full time

    As a Program Financial Consultant at the Royal Victoria Regional Health Centre, you will provide expert financial analysis and planning support to various hospital programs. This role integrates and interprets financial and clinical information to enable effective and efficient resource management. You will work closely with Directors, Managers, and...


  • Barrie, Ontario, Canada ONTARIO INC. Full time

    At ONTARIO INC., we are seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our executive leadership group, you will play a crucial role in driving business growth and profitability through effective financial planning and management.The ideal candidate will possess a deep understanding of financial management principles...


  • Barrie, Ontario, Canada Royal Victoria Regional Health Centre Full time

    As a key member of the Royal Victoria Regional Health Centre team, the Program Financial Consultant will play a vital role in providing expert financial analysis and planning support to various hospital programs. The position requires the ability to integrate and interpret financial and clinical information to enable effective and efficient resource...


  • Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Professional Financial Services Expert to join our team at National Bank. In this role, you will work closely with clients to provide personalized financial planning and advice, helping them achieve their life goals through the development of their financial plan.Key Responsibilities:Develop and implement effective...


  • Barrie, Ontario, Canada National Bank Full time

    Job Title: Senior Financial AdvisorJob Summary:We are seeking a Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement personalized financial plans for...


  • Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to...


  • Barrie, Ontario, Canada ONTARIO INC. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at ONTARIO INC. as Chief Financial Officer.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and profitability.Lead the finance team to ensure accurate financial reporting and compliance with regulatory requirements.Collaborate with...


  • Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to...


  • Barrie, Ontario, Canada ONTARIO INC. Full time

    About ONTARIO INC.We are a dynamic organization seeking an experienced Senior Financial Director to lead our financial team. If you have a proven track record of successfully managing finances and driving business growth, we want to hear from you.SalaryThe estimated annual salary for this role is $120,000 - $180,000 depending on experience.Job DescriptionIn...


  • Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement financial plans that meet the needs and objectives of clientsIdentify...


  • Barrie, Ontario, Canada ONTARIO INC. Full time

    At ONTARIO INC., we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and be able to allocate resources effectively to implement organizational policies and programs.The Senior Financial Strategist will be responsible for establishing objectives for the organization and...


  • Barrie, Ontario, Canada National Bank Full time

    Nous recherchons un Conseiller financier senior pour rejoindre notre équipe de conseillers financiers expérimentés. En tant que Conseiller financier senior, vous jouerez un rôle clé auprès de nos clients, en leur offrant des conseils et des solutions personnalisés pour atteindre leurs objectifs financiers. Vous travaillerez en étroite collaboration...


  • Barrie, Ontario, Canada National Bank Full time

    Nous recherchons un Conseiller financier senior pour rejoindre notre équipe de conseillers financiers expérimentés. En tant que Conseiller financier senior, vous jouerez un rôle clé auprès de nos clients, en leur offrant des conseils et des solutions personnalisés pour atteindre leurs objectifs financiers. Vous travaillerez en étroite collaboration...


  • Barrie, Ontario, Canada ONTARIO INC. Full time

    Job Title: Senior Financial StrategistAbout the Role:We are seeking a highly skilled Senior Financial Strategist to join our team at ONTARIO INC. as a Chief Financial Officer. The successful candidate will be responsible for allocating material, human, and financial resources to implement organizational policies and programs.Key Responsibilities:Establish...


  • Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...A Senior Financial Advisor at Scotiabank will be responsible for providing exceptional service to customers, building strong relationships, and delivering personalized financial strategies to help them achieve their goals.Key Responsibilities:Discover and understand customer needs, providing relevant insights and expert...


  • Barrie, Ontario, Canada National Bank Full time

    Titre du poste : Conseiller financier seniorResponsabilités :En tant que conseiller financier senior, tu seras chargé de fournir des conseils financiers personnalisés à nos clients. Tu travailleras en étroite collaboration avec l'équipe pour identifier les besoins financiers de nos clients et élaborer des plans financiers adaptés à leurs...


  • Barrie, Ontario, Canada Ontario Corp Full time

    Company OverviewThe Krishna2128 Corporation is a dynamic and rapidly growing company seeking a highly skilled Senior Financial Administrator to join our team.


  • Barrie, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advice.Key Responsibilities:Develop and implement comprehensive financial plans for...