Investment and Retirement Planning Professional

Requisition ID: 203623 About the Role: As a key member of the branch sales team, you will play a vital role in achieving the team's overall objectives by meeting and exceeding set deposit and investment sales targets. Your primary responsibility will be to cultivate and enhance investment and banking relationships with both existing clients and those...

Requisition ID: 203623 About the Role: As a key member of the branch sales team, you will play a vital role in driving the success of our Investment & Personal Banking division. Your primary responsibility will be to enhance and manage relationships with an assigned portfolio of clients, focusing on achieving and surpassing investment and deposit sales...

Requisition ID: 203623 About the Role: As a key member of the branch sales team, you will play a crucial role in achieving the team's overall objectives by meeting and exceeding set deposit and investment sales targets. Your main responsibility will be to cultivate and enhance investment and primary banking relationships with both existing clients and those...

**About the Role**This is a challenging and rewarding opportunity to join Scotiabank as an Investment & Personal Banking Specialist, Investment & Retirement Planning role. As a key member of our team, you will be responsible for delivering trusted financial advice to customers regarding complex investment and retirement planning.**Key...

**About the Role**This is a challenging and rewarding opportunity to join Scotiabank as an Investment & Personal Banking Specialist, Investment & Retirement Planning role. As a key member of our team, you will be responsible for delivering trusted financial advice to customers regarding complex investment and retirement planning.**Key...

About the RoleThis is a challenging and rewarding opportunity for a skilled Financial Services Professional to join our team at Scotiabank in Laval, Quebec. As an Investment and Retirement Planning Specialist, you will be responsible for building and maintaining relationships with existing customers, as well as identifying new business opportunities.Key...

Are you enthusiastic about financial services and dedicated to delivering expert guidance on retirement and investment strategies? If you possess a proactive mindset towards understanding client requirements and fostering robust relationships, we invite you to explore an engaging opportunity as a Banking Services Advisor for Retirement and Investment...

**About the Role**In this challenging and rewarding position, you will have the opportunity to work with clients to understand their financial goals and develop customized strategies to achieve them.**Key Responsibilities**Conduct comprehensive financial reviews for assigned clients, including retirement planning, wealth accumulation, and estate...

Position Title: Wealth Management AssistantCompany: Banque NationaleAs a pivotal member of the Wealth Management team at Banque Nationale, your role as an assistant is essential in fostering strong relationships with both clients and colleagues. This position emphasizes your capability to enhance the client experience through outstanding service, ensuring a...

Position Title: Wealth Management AssistantCompany: Banque NationaleAs a Wealth Management Assistant at Banque Nationale, you will play a pivotal role in fostering strong relationships with clients and supporting investment advisors. This position emphasizes your ability to deliver outstanding service, ensuring a lasting positive impact on our clientele.Key...

Job SummaryJob Description** Opportunity for Career Advancement **What is the Opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals and...

Job SummaryJob Description** Opportunity for Career Advancement **What is the Opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals and...

**About the Role**As a Wealth Management Advisor at Desjardins, you will be responsible for developing strategies to meet the financial needs of our members. This includes providing personalized financial solutions, investment advice, and insurance products to help our members achieve their financial goals.**Key Responsibilities**Develop and implement...

**About the Role**As a Wealth Management Advisor at Desjardins, you will be responsible for developing strategies to meet the financial needs of our members. This includes providing personalized financial solutions, investment advice, and insurance products to help our members achieve their financial goals.**Key Responsibilities**Develop and implement...

**About the Role**Are you passionate about delivering exceptional financial advice and solutions to customers? Do you have a strong background in financial sales and a desire to make a lasting impact on customers?As a Senior Investment Representative at Scotiabank, you will play a key role in providing customized financial solutions to our clients. Your...

**About the Role**Are you passionate about delivering exceptional financial advice and solutions to customers? Do you have a strong background in financial sales and a desire to make a lasting impact on customers?As a Senior Investment Representative at Scotiabank, you will play a key role in providing customized financial solutions to our clients. Your...

About the RoleWe are seeking a highly skilled and customer-focused Financial Services Specialist to join our team at Scotiabank. As an Investment and Personal Banking Specialist, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering trusted financial advice.Key ResponsibilitiesDevelop and...

About the RoleAs a member of the branch sales team at Scotiabank, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.Key...

About the RoleAs a member of the branch sales team at Scotiabank, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.Key...

**About the Role**Are you passionate about delivering exceptional financial advice and sales expertise to customers? Do you have a strong background in financial sales and a desire to build long-lasting relationships with clients?We're seeking a highly motivated and results-driven Senior Investment Representative to join our team at Scotiabank. As a key...