Senior Investment Advisor

1 week ago


Québec, Quebec, Canada Banque Scotia Full time

About the Role

As a Senior Investment Advisor at Banque Scotia, you will be a key player in our Canadian Branch Network, providing exceptional service to our clients throughout their financial journey.

Key Responsibilities

  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Provide personalized investment advice and solutions, leveraging your expertise in financial planning and wealth management.
  • Collaborate with colleagues and partners to deliver comprehensive financial services and solutions.
  • Stay up-to-date with market trends and regulatory changes, ensuring your clients receive the best possible advice.
  • Meet or exceed sales targets, driving business growth and revenue for Banque Scotia.

Requirements

  • Minimum 2 years of experience in sales and marketing, preferably in the financial services industry.
  • Proven track record of success in building relationships and driving business growth.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and partners.
  • Permits and licenses required for the role, including a valid sales license and a degree in finance or a related field.

What You'll Gain

  • A competitive compensation package, including a base salary, commissions, and benefits.
  • The opportunity to work with a leading financial institution, driving business growth and making a meaningful impact on clients' lives.
  • A dynamic and supportive work environment, with opportunities for professional development and advancement.
  • The chance to work with a diverse and inclusive team, committed to excellence and customer satisfaction.

About Banque Scotia

Banque Scotia is a leading financial institution in Canada, providing a wide range of financial services to individuals, businesses, and institutions. We are committed to excellence, customer satisfaction, and community involvement, and we are seeking talented professionals to join our team.



  • Québec, Quebec, Canada beBee Professionals Full time

    Job DescriptionJob Title: Investment Legal AdvisorAbout beBee Professionals: We are a leading company in the investment industry, seeking a highly skilled Investment Legal Advisor to join our team.Job Summary: We are looking for a seasoned Investment Legal Advisor to provide expert legal advice and guidance to our investment team.Key Responsibilities:Provide...


  • Québec, Quebec, Canada beBee Professionals Full time

    Job DescriptionJob Title: Investment Legal AdvisorAbout beBee Professionals: We are a leading company in the investment industry, seeking a highly skilled Investment Legal Advisor to join our team.Job Summary: We are looking for a seasoned Investment Legal Advisor to provide expert legal advice and guidance to our investment team.Key Responsibilities:Provide...


  • Québec, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Desjardins. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our clients, providing personalized advice and guidance on investment and financial planning strategies, and driving business...


  • Québec, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Desjardins. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our clients, providing personalized advice and guidance on investment and financial planning strategies, and driving business...


  • Québec, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Desjardins. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients, building and maintaining strong relationships, and driving business growth.Key ResponsibilitiesMaintain high-quality personalized...


  • Québec, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Desjardins. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients, building and maintaining strong relationships, and driving business growth.Key ResponsibilitiesMaintain high-quality personalized...


  • Québec, Quebec, Canada Manulife Full time

    {"title": "District Vice President of Sales", "content": "Key ResponsibilitiesAs a District Vice President of Sales, you will be responsible for developing and implementing a strategy to establish Manulife Investments in our sales channels. Your key responsibilities will include:Achieving aggressive sales targets and annual production goalsIdentifying and...

  • Senior Investment

    4 days ago


    Québec, Quebec, Canada Scotiabank Full time

    Join a purpose-driven team at Scotiabank, a leading bank in the Americas, where you'll have the opportunity to build a career with a respected financial institution that is Canada's most international bank. About the Role: Senior Investment & Personal Banking Specialist This is a unique opportunity to work as a Senior Investment & Personal Banking...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at IA Financial Group. As a Senior Investment Analyst, you will be responsible for analyzing and monitoring North American public companies and providing investment recommendations to our portfolio managers.Key ResponsibilitiesAct as a leader in covering industries...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at IA Financial Group. As a Senior Investment Analyst, you will be responsible for analyzing and monitoring North American public companies and providing investment recommendations to our portfolio managers.Key ResponsibilitiesAct as a leader in covering industries...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at IA Financial Group. As a Senior Investment Analyst, you will be responsible for analyzing and monitoring North American public companies and providing investment recommendations to our portfolio managers.Key ResponsibilitiesAct as a leader in covering industries...


  • Québec, Quebec, Canada IA Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at IA Financial Group. As a Senior Investment Analyst, you will be responsible for analyzing and monitoring North American public companies and providing investment recommendations to our portfolio managers.Key ResponsibilitiesAct as a leader in covering industries...


  • Québec, Quebec, Canada beBee Professionals Full time

    Job DescriptionJob Title: Investment Legal AdvisorAbout beBee Professionals: We are a dynamic and innovative company that provides expert legal services to businesses and individuals.Job Summary: We are seeking a highly skilled Investment Legal Advisor to join our team in Quebec City.Key Responsibilities:Provide legal advice and guidance to the Investment...


  • Québec, Quebec, Canada beBee Professionals Full time

    Job DescriptionJob Title: Investment Legal AdvisorAbout beBee Professionals: We are a dynamic and innovative company that provides expert legal services to businesses and individuals.Job Summary: We are seeking a highly skilled Investment Legal Advisor to join our team in Quebec City.Key Responsibilities:Provide legal advice and guidance to the Investment...


  • Québec, Quebec, Canada Odgers Berndtson Full time

    Position OverviewWe are seeking a Senior Vice President of Investments to join our esteemed organization, Odgers Berndtson. This pivotal role will oversee a range of financial operations, ensuring the integrity and efficiency of our investment strategies.Key ResponsibilitiesLeadership in Financial Operations: Direct and manage all aspects of financial...


  • Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Specialist 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 throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...


  • Québec, Quebec, Canada National Bank Full time

    Position Overview: The role of a Senior Wealth Management Consultant at National Bank involves assisting clients and Investment Advisors (IAs) in navigating their estate planning requirements by offering both general and tailored insights. Key Responsibilities: Provide expert guidance on estate planning strategies to enhance client financial security....


  • Québec, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Investment Specialist at Scotiabank, you will be responsible for providing exceptional service to our customers, focusing on complex solutions and comprehensive financial planning. You will be passionate about financial sales and delivering trusted financial advice to customers, while building strong relationships and growing...


  • Québec, Quebec, Canada Scotiabank Full time

    **About the Role**Are you passionate about delivering trusted financial advice to customers and driving financial sales growth? Do you have a strong understanding of financial planning and a proven track record of success in sales management?We're seeking a highly motivated and results-driven Senior Investment Representative to join our team at Scotiabank....


  • Québec, Quebec, Canada Scotiabank Full time

    **About the Role**Are you passionate about delivering trusted financial advice to customers and driving financial sales growth? Do you have a strong understanding of financial planning and a proven track record of success in sales management?We're seeking a highly motivated and results-driven Senior Investment Representative to join our team at Scotiabank....