Current jobs related to Wealth Management Consultant - Woodstock, Ontario - Scotiabank
-
Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeAbout the RoleThe Investment Specialist acts as a primary Wealth contact and is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesClient Relationship...
-
Investment Specialist
2 months ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeAbout the RoleThe Investment Specialist acts as a primary Wealth contact and is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesClient Relationship...
-
Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeAbout the RoleThe Investment Specialist acts as a primary Wealth contact and is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesClient Relationship...
-
Investment Specialist
2 months ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeAbout the RoleThe Investment Specialist acts as a primary Wealth contact and is responsible for providing sound investment advice that increases Wealth related assets and revenue while being actively involved in business development initiatives that increase the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesClient Relationship...
-
Investment Specialist
2 months ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob OverviewThe Investment Specialist plays a pivotal role in providing expert investment advice to clients, driving revenue growth, and enhancing the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesBuild and maintain strong relationships with clients through discovery interviews, goal-setting, and tailored financial planning.Develop and...
-
Investment Specialist
2 months ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob OverviewThe Investment Specialist plays a pivotal role in providing expert investment advice to clients, driving revenue growth, and enhancing the visibility of FirstOntario Wealth in the market.Key ResponsibilitiesBuild and maintain strong relationships with clients through discovery interviews, goal-setting, and tailored financial planning.Develop and...
-
Financial Planning Specialist
2 months ago
Woodstock, Ontario, Canada Libro Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesBuild strong relationships with members and provide...
-
Financial Planning Specialist
4 weeks ago
Woodstock, Ontario, Canada Libro Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesBuild strong relationships with members and provide...
-
Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
-
Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
-
Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
-
Investment Specialist
1 month ago
Woodstock, Ontario, Canada Firstontario Credit Union Limited Full timeJob Title: Investment SpecialistAt FirstOntario Credit Union Limited, we are seeking a highly skilled Investment Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing expert investment advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...
-
Property Manager
4 weeks ago
Woodstock, Ontario, Canada NB Inc Full timeJob Title: Property ManagerWe are seeking a highly skilled Property Manager to join our team at NB Inc. As a Property Manager, you will be responsible for the overall management of our commercial facilities, including construction projects, operations, and maintenance.Key Responsibilities:Construction Projects: Direct and control construction projects,...
-
Property Manager
4 weeks ago
Woodstock, Ontario, Canada NB Inc Full timeJob Title: Property ManagerWe are seeking a highly skilled Property Manager to join our team at NB Inc. As a Property Manager, you will be responsible for the overall management of our commercial facilities, including construction projects, operations, and maintenance.Key Responsibilities:Construction Projects: Direct and control construction projects,...
-
Investment Advisor
4 weeks ago
Woodstock, Ontario, Canada Libro Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesBuild strong relationships with members and provide...
-
Investment Advisor
2 months ago
Woodstock, Ontario, Canada Libro Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesBuild strong relationships with members and provide...
-
Industrial Account Manager
4 weeks ago
Woodstock, Ontario, Canada Electrical & Automation Industry Careers Full timeGerrie Electric is a leading electrical distributor with 24 locations in Ontario and over 400 employees. We are a proud family-owned Canadian company with a strong reputation in the industry. **Job Summary:** We are seeking a highly motivated and experienced Electrical Sales Representative to join our team. The successful candidate will be responsible for...
-
Administrative Coordinator
2 weeks ago
Woodstock, Ontario, Canada A&A Environmental Consultants Inc Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at A&A Environmental Consultants Inc. The successful candidate will provide administrative support to our team, ensuring the smooth operation of our office.Key ResponsibilitiesProvide administrative support to the team, including scheduling...
-
Technical Support Manager
2 months ago
Woodstock, Ontario, Canada Forvan Technology Services Full timeJob Title: Technical Support SupervisorJob Summary:We are seeking a highly skilled Technical Support Supervisor to join our team at Forvan Technology Services. As a Technical Support Supervisor, you will be responsible for providing technical support to our clients, troubleshooting and resolving technical issues, and supervising a team of technical support...
-
Technical Support Manager
2 months ago
Woodstock, Ontario, Canada Forvan Technology Services Full timeJob Title: Technical Support SupervisorJob Summary:We are seeking a highly skilled Technical Support Supervisor to join our team at Forvan Technology Services. As a Technical Support Supervisor, you will be responsible for providing technical support to our clients, troubleshooting and resolving technical issues, and supervising a team of technical support...
Wealth Management Consultant
3 months ago
Requisition ID: 205376
At Scotiabank, we are dedicated to fostering a purpose-driven and high-achieving environment that champions inclusivity and results.
Your Role:
As a Financial Advisor, you will play a pivotal role in assisting clients to secure their financial futures. Our commitment to diversity and a performance-oriented culture ensures that you will have the tools and support necessary to thrive. You will be instrumental in shaping the financial journeys of our clients, who number over 25 million.
Key Responsibilities:
- Engage proactively with clients to identify their financial needs and provide tailored solutions.
- Deliver insightful education and expert guidance to enhance client understanding.
- Craft comprehensive financial plans that align with clients' aspirations and objectives.
- Foster enduring relationships built on trust and mutual respect.
- Drive business growth by achieving individual and team sales targets while ensuring a positive client experience.
Qualifications for Success:
- A strong desire to cultivate customer relationships and deliver exceptional service.
- Proven track record of meeting and exceeding sales goals in a dynamic environment.
- Ability to identify and address client needs effectively.
- Possession of a Mutual Funds license and progress towards the CIFP Diploma.
What We Offer:
- An opportunity to be part of a forward-thinking organization with a collaborative team of innovative professionals.
- A competitive salary and comprehensive benefits package.
- A commitment to community impact, benefiting both you and our clients.
- Recognition and rewards for high performance, supported by leadership through meaningful development discussions.
- Clear criteria for career advancement, enabling growth without the need to relocate.
Scotiabank is a leading financial institution in the Americas, dedicated to helping our customers, their families, and communities achieve success through a wide array of financial services. We value the unique skills and experiences of each individual and are committed to maintaining an inclusive and accessible environment for all.
