Senior Financial Consultant
2 weeks ago
We are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a key member of our team, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.
Key Responsibilities:- Member Service: Build strong relationships with current and potential members, identifying their life stage cycle and providing financial advice to meet their needs.
- Member Transactions: Process a full range of complex member transactions, including MFDA products and services, retail mortgages, personal and RRSP loans, and related insurance products.
- Branch Goals: Support the achievement of annual branch goals and objectives by promoting FW products and services, participating in branch campaigns, and seeking cross-sell and referral opportunities.
- Branch Support: Mentor other branch employees in the understanding of lending and investment products and services, and provide advice and assistance with member issues.
- College or Tech School Diploma (2 years) in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- Must complete the internal First West certification program specific to this role within the required timeframe.
- PFP preferred.
- 2-3 years in a Financial Advisor role, or equivalent.
- Proven ability to conduct complex advisory conversations.
- Demonstrated ability to recognize needs, identify appropriate products, and build strong member relationships.
- Proven track record achieving or exceeding sales targets in retail lending and investment products and services.
- Self-starter with ability to work independently and solve problems using common sense and sound judgment.
- Proficient in computer software, including Microsoft Office and banking software programs.
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Senior Financial Consultant
1 week ago
Mill Bay, Canada Envision Financial Full timeWe are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...
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Senior Financial Consultant
2 weeks ago
Mill Bay, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identifying their life stage...
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Senior Financial Consultant
2 weeks ago
Mill Bay, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identifying their life stage...
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Senior Financial Advisor
1 week ago
Mill Bay, Canada Envision Financial Full timeWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The Senior Financial Advisor will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key Responsibilities:Build strong relationships with current and potential...
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Senior Financial Advisor
6 days ago
Mill Bay, Canada Envision Financial Full timeWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a strong understanding of investment and lending services, as well as the ability to identify member life stage cycles and provide tailored financial solutions.Key Responsibilities:Build strong relationships...
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Senior Financial Advisor
2 weeks ago
Mill Bay, Canada Envision Financial Full timeWe are currently seeking a Senior Financial Advisor to join our Mill Bay team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...
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Strategic Financial Consultant
6 days ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryWe are seeking a skilled Strategic Financial Consultant to join our team at RBC Dominion Securities Inc. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to...
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Strategic Financial Consultant
1 week ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OverviewRBC Dominion Securities Inc. is seeking a skilled Strategic Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to ensure...
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Senior Financial Leader
2 weeks ago
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Senior Beauty Sales Consultant
1 month ago
Thunder Bay, Ontario, Canada Chatters Full timeAbout the Role:We are seeking a highly motivated and customer-focused Senior Beauty Sales Consultant to join our team at Chatters. As a Senior Beauty Sales Consultant, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth through product knowledge and expertise.Key...
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Senior Beauty Sales Consultant
1 month ago
Thunder Bay, Ontario, Canada Chatters Full timeAbout the Role:We are seeking a highly motivated and customer-focused Senior Beauty Sales Consultant to join our team at Chatters. As a Senior Beauty Sales Consultant, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth through product knowledge and expertise.Key...
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Senior Financial Leader
1 month ago
Thunder Bay, Ontario, Canada Keewaytinook Okimakanak Full timeAbout UsKeewaytinook Okimakanak represents six Northern Ontario communities, fostering a dedicated team environment with a commitment to delivering exceptional client service.Position OverviewReporting to the Executive Director, the Senior Accountant/Manager will be responsible for overseeing financial management, ensuring accurate financial reporting, and...
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Senior Financial Leader
1 month ago
Thunder Bay, Ontario, Canada Keewaytinook Okimakanak Full timeAbout UsKeewaytinook Okimakanak represents six Northern Ontario communities, fostering a dedicated team environment with a commitment to delivering exceptional client service.Position OverviewReporting to the Executive Director, the Senior Accountant/Manager will be responsible for overseeing financial management, ensuring accurate financial reporting, and...
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Senior Financial Leader
3 weeks ago
Thunder Bay, Ontario, Canada Keewaytinook Okimakanak Full timeAbout Us:Keewaytinook Okimakanak is a representative organization for six Northern Ontario communities. Our team is dedicated to delivering exceptional client service in a collaborative environment.Position Overview:The Senior Accountant/Manager will report to the Executive Director and be responsible for overseeing financial management, ensuring accurate...
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Senior Financial Leader
3 weeks ago
Thunder Bay, Ontario, Canada Keewaytinook Okimakanak Full timeAbout Us:Keewaytinook Okimakanak is a representative organization for six Northern Ontario communities. Our team is dedicated to delivering exceptional client service in a collaborative environment.Position Overview:The Senior Accountant/Manager will report to the Executive Director and be responsible for overseeing financial management, ensuring accurate...
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Strategic Financial Consultant
7 days ago
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Royal Bank of Canada team, the successful candidate will be responsible for resolving complex deals related to products and services for internal and external clients. This role requires a deep understanding of banking laws and regulations, as well as the ability to apply extensive knowledge, skills, and practices to perform...
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Sales consultant
7 months ago
Thunder Bay, Canada Chartwell Full timeThe Sales Consultant role at Chartwell Retirement Residence is an exceptional opportunity for an enterprising, self-directed Sales professional who brings demonstrated experience in sales, a sense of urgency and a drive for results, and who genuinely enjoys interacting with seniors. **The responsibilities of this position include but are not limited...
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Senior Financial Professional
2 months ago
Thunder Bay, Ontario, Canada Baker Tilly Full timeBaker Tilly SNT is a locally owned full-service accounting firm in Northern Ontario with offices in various locations. We are uniquely structured to provide you with local partner leadership and accountability supported by both national and international resources. Baker Tilly SNT has more than 100 staff serving many clients in diverse fields in the...
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Senior Financial Professional
2 months ago
Thunder Bay, Ontario, Canada Baker Tilly Full timeBaker Tilly SNT is a locally owned full-service accounting firm in Northern Ontario with offices in various locations. We are uniquely structured to provide you with local partner leadership and accountability supported by both national and international resources. Baker Tilly SNT has more than 100 staff serving many clients in diverse fields in the...
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Financial Services Supervisor
2 months ago
Thunder Bay, Ontario, Canada City of Thunder Bay Full timeJob OpportunityThe City of Thunder Bay is seeking a highly skilled and experienced professional to fill the role of Financial Services Supervisor in our Long-Term Care and Senior Services department.About the RoleThis is a challenging and rewarding opportunity for a seasoned financial professional to lead the financial planning, budget coordination, and...