Financial Services Professional

3 weeks ago


Fort Erie, Ontario, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide expert advice and guidance on investment and retirement planning, wealth management, and financial planning.
  • Work closely with customers to create comprehensive financial plans that meet their individual needs.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to customers.
  • Meet and exceed sales targets to grow the branch business and deliver a positive customer experience.

Requirements:

  • Proven ability to build strong relationships with customers and deliver exceptional customer service.
  • Strong communication and interpersonal skills to effectively engage with customers and colleagues.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Mutual Funds licence and working towards the CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package.
  • A collaborative team environment with opportunities for growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive workplace culture.
  • Opportunities for professional development and training to support career advancement.

About Scotiabank:

Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We value diversity and inclusion, and are dedicated to creating a positive and inclusive workplace culture.



  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings strategies, as well as financial planning and wealth management.Work closely with customers to create comprehensive plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings strategies, as well as financial planning and wealth management.Work closely with customers to create comprehensive plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Fort Erie is seeking a highly skilled Accounting and Financial Services Professional to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and savings options, including mutual funds and other financial products.Work with customers to create comprehensive financial plans that meet their individual needs and...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    Requisition ID: 207691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities: Provide proactive customer service and support to meet the needs of our customers...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    Requisition ID: 207691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities: Provide proactive customer service and support to meet the needs of our customers...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    Requisition ID: 207691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities:• Provide proactive customer service and support to meet the needs of our...


  • Fort Erie, Ontario, Canada Scotiabank Full time

    Requisition ID: 207691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleWhat You'll Be Doing...As a Financial Advisor, you'll be responsible for:Providing expert advice and...

  • Financial Analyst

    1 month ago


    Fort Erie, Ontario, Canada airbus Full time

    Job Title: Financial AnalystAbout the Role:We are seeking a highly skilled Financial Analyst to join our team at Airbus Helicopters Canada Ltd. As a Financial Analyst, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions.Key Responsibilities:Develop and maintain financial...

  • Financial Analyst

    1 month ago


    Fort Erie, Ontario, Canada airbus Full time

    Job Title: Financial AnalystAbout the Role:We are seeking a highly skilled Financial Analyst to join our team at Airbus Helicopters Canada Ltd. As a Financial Analyst, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions.Key Responsibilities:Develop and maintain financial...


  • Fort Erie, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    Accounting RolebeBee Professionals in Fort Erie is seeking a detail-oriented accounting professional to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial...


  • Fort Erie, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    Accounting RolebeBee Professionals in Fort Erie is seeking a detail-oriented accounting professional to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial...


  • Fort Erie, Ontario, Canada Royal Bank of Canada Full time

    Job DescriptionWhat will you do?Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Utilize technology to deliver a seamless client experience, drive business growth, and retain clients.Contribute to team success by identifying opportunities to offer additional advice, introduce clients to...