Current jobs related to Investment Consultant - Burlington, Ontario - Scotiabank

  • Strategic Consultant

    1 month ago

    Burlington, Ontario, Canada TransUnion LLC Full time

    About the Role:TransUnion is seeking a highly skilled Consultant, Strategy to join our International Strategy and Planning (S&P) Team. As a key member of this team, you will play a critical role in developing and implementing TransUnion's enterprise and international strategy, facilitating the planning cycle, and supporting M&A activities.Key...

  • Strategic Consultant

    1 month ago

    Burlington, Ontario, Canada TransUnion LLC Full time

    About the Role:TransUnion is seeking a highly skilled Consultant, Strategy to join our International Strategy and Planning (S&P) Team. As a key member of this team, you will play a critical role in developing and implementing TransUnion's enterprise and international strategy, facilitating the planning cycle, and supporting M&A activities.Key...

  • Strategic Consultant

    3 weeks ago

    Burlington, Ontario, Canada TransUnion LLC Full time

    About the Role:TransUnion is seeking a highly skilled Consultant, Strategy and Planning to join our International Strategy and Planning (S&P) Team. As a key member of this team, you will play a critical role in developing and implementing TransUnion's enterprise and international strategy, facilitating the planning cycle, and supporting M&A activities.Key...

  • Strategic Consultant

    4 weeks ago

    Burlington, Ontario, Canada TransUnion LLC Full time

    About the Role:TransUnion is seeking a highly skilled Consultant, Strategy to join our International Strategy and Planning (S&P) Team. As a key member of this team, you will play a critical role in developing and implementing TransUnion's enterprise and international strategy, facilitating the planning cycle, and supporting M&A activities.Key...

  • Strategic Consultant

    4 weeks ago

    Burlington, Ontario, Canada TransUnion LLC Full time

    About the Role:TransUnion is seeking a highly skilled Consultant, Strategy to join our International Strategy and Planning (S&P) Team. As a key member of this team, you will play a critical role in developing and implementing TransUnion's enterprise and international strategy, facilitating the planning cycle, and supporting M&A activities.Key...

  • Estate Planning Consultant

    4 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    4 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Global Delivery Head

    2 weeks ago

    Burlington, Ontario, Canada State Street Full time

    Job Title: Global Delivery HeadThe Global Head of Delivery will oversee the successful implementation of the Charles River Investment Management Solution, managing Regional Heads of Professional Services and their teams of consultants. This role will work closely with sales and account management leadership to develop business through positioning and selling...

  • Estate Planning Consultant

    2 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRole OverviewAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless coordination with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth...

  • Global Delivery Head

    4 weeks ago

    Burlington, Ontario, Canada State Street Full time

    Global Head of DeliveryAs a key member of our leadership team, the Global Head of Delivery will oversee the successful implementation of our Charles River Investment Management Solution. This role requires a strong leader who can manage Regional Heads of Professional Services and their teams of consultants, ensuring the delivery of high-quality services to...

  • Global Delivery Head

    4 weeks ago

    Burlington, Ontario, Canada State Street Full time

    Global Head of DeliveryAs a key member of our leadership team, the Global Head of Delivery will oversee the successful implementation of our Charles River Investment Management Solution. This role requires a strong leader who can manage Regional Heads of Professional Services and their teams of consultants, ensuring the delivery of high-quality services to...

  • Global Delivery Head

    3 weeks ago

    Burlington, Ontario, Canada State Street Full time

    Global Head of DeliveryAs a key member of our leadership team, the Global Head of Delivery will oversee the successful implementation of our Charles River Investment Management Solution. This role requires a strong leader who can manage Regional Heads of Professional Services and their teams of consultants, ensuring the delivery of high-quality services to...

  • Global Delivery Head

    3 weeks ago

    Burlington, Ontario, Canada State Street Full time

    Global Head of DeliveryAs a key member of our leadership team, the Global Head of Delivery will oversee the successful implementation of our Charles River Investment Management Solution. This role requires a strong leader who can manage Regional Heads of Professional Services and their teams of consultants, ensuring the delivery of high-quality services to...

  • Marketing Strategist

    4 weeks ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job Title: Marketing SpecialistWe are seeking a highly skilled Marketing Specialist to join our team at RLDUNN & ASSOCIATES CONSULTING. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key Responsibilities:Develop...

  • Marketing Strategist

    2 months ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job Title: Marketing SpecialistWe are seeking a highly skilled Marketing Specialist to join our team at RLDUNN & ASSOCIATES CONSULTING. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key Responsibilities:Develop...

  • Marketing Strategist

    4 weeks ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job Title: Marketing SpecialistWe are seeking a highly skilled Marketing Specialist to join our team at RLDUNN & ASSOCIATES CONSULTING. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key Responsibilities:Develop...

  • Marketing Strategist

    2 months ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job Title: Marketing SpecialistWe are seeking a highly skilled Marketing Specialist to join our team at RLDUNN & ASSOCIATES CONSULTING. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key Responsibilities:Develop...

  • Marketing Strategist

    2 weeks ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job DescriptionWe are seeking a highly skilled Marketing Strategist to join our team at RLDUNN & ASSOCIATES CONSULTING. As a Marketing Strategist, you will be responsible for developing and implementing effective marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop communication...

  • Marketing Strategist

    3 weeks ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job Title: Marketing SpecialistJoin RLDUNN & ASSOCIATES CONSULTING as a Marketing Specialist and contribute to the success of our consulting firm. As a key member of our team, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key...

  • Marketing Strategist

    4 weeks ago

    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    Job Title: Marketing SpecialistWe are seeking a highly skilled Marketing Specialist to join our team at RLDUNN & ASSOCIATES CONSULTING. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to promote industrial and commercial business investment in rural and urban areas.Key Responsibilities:Develop...

Investment Consultant

3 months ago

Burlington, Ontario, Canada Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

About the Position

Your Role...
As an Investment Consultant at Scotiabank, you will play a pivotal role in assisting clients to secure their financial futures. We are dedicated to fostering an environment where diversity and inclusion thrive, enabling our employees to excel and achieve collective success. At Scotiabank, your contributions matter, and you will help shape the financial journeys of millions of customers.
Key Responsibilities...
Our Consultants are focused on customer satisfaction and adept at establishing genuine connections. As a vital part of the Canadian Banking Branch network, your primary objective will be to deliver outstanding service throughout the client experience by:

  • Proactively identifying client needs and actively listening to their inquiries
  • Providing valuable insights and expert guidance to educate clients
  • Crafting comprehensive financial strategies that align with client objectives
  • Cultivating strong, enduring relationships with clients
  • Driving branch growth by achieving individual and team sales targets while enhancing the customer experience

Qualifications for Success...

  • A strong desire and determination to build meaningful client relationships and deliver exceptional service
  • Proven track record of meeting and surpassing sales goals in a dynamic environment that aligns with client aspirations
  • Ability to identify and address client needs effectively
  • 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 benefits package.
  • A commitment to making a positive impact in our communities for both you and our clients.
  • Recognition and rewards for high performance, supported by leadership through meaningful development discussions that facilitate rapid advancement and internal training for your growth.
  • Clear and transparent criteria for career progression.
  • Opportunities for career advancement without the need to relocate, allowing you to deepen relationships and enhance your expertise from your current position.
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 products and services. We value the unique skills and experiences each individual brings to our organization and are committed to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
#J-18808-Ljbffr