Senior Financial Advisor
1 month ago
We are seeking a highly skilled Senior Financial Advisor 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, building strong relationships, and delivering personalized financial strategies to help them achieve their goals.
Key Responsibilities- Take a proactive approach to discovering customer needs and providing expert advice
- Develop and implement comprehensive financial plans using a holistic approach
- Nurture strong, long-standing relationships with customers
- Meet and exceed sales targets in a fast-paced environment
- Proven ability to build strong customer relationships
- Strategic mindset to develop personalized financial strategies
- Proven sales track record in a fast-paced environment
- Mutual Funds licence and completed CIFP Diploma
- A competitive compensation and benefits package
- A collaborative team environment with opportunities for growth and development
- A commitment to making a difference in our communities
- Clear, transparent criteria for career advancement
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Senior Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeBaker Tilly is seeking a highly skilled Senior Financial Advisor to join their Financial Advisory Services Group. The ideal candidate will have a strong background in business valuations, litigation, and forensic accounting.The Senior Financial Advisor will be responsible for preparing reports involving the valuation of business interests, quantification of...
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Senior Financial Consultant
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial.The Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. They will identify member life stage cycles and provide...
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Senior Financial Consultant
4 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial.The Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. They will identify member life stage cycles and provide...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing expert advice on investment and...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing expert advice on investment and...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeSeeking a Senior Financial Advisor to provide exceptional service to customers, build strong relationships, and develop personalized financial strategies. About the Role As a Senior Financial Advisor, you will be responsible for: Discovering customer needs and providing expert advice Educating customers on relevant financial solutions Building...
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Senior Financial Services Specialist
2 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Senior Financial Services Specialist 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 Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...
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Senior Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAt Baker Tilly, we are seeking a highly skilled Senior Financial Advisor to join our Financial Advisory Services Group. As a key member of our team, you will be responsible for providing expert financial analysis and advice to our clients.Your primary responsibilities will include:Preparing financial reports and valuations for businesses and...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full timeUnlock Your Potential as a Senior Financial AdvisorJoin the Canadian Imperial Bank of Commerce team as a Senior Financial Advisor and take your career to the next level. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full timeUnlock Your Potential as a Senior Financial AdvisorJoin the Canadian Imperial Bank of Commerce team as a Senior Financial Advisor and take your career to the next level. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor 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 and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our...
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Senior Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. Your expertise in financial planning and investment advice will enable you to build strong relationships with our clients and provide them with tailored solutions to meet their needs.About the RoleKey Responsibilities:Conducting...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full timeAbout Baker Tilly Canada CooperativeBaker Tilly Canada Cooperative is a leading association of chartered accounting firms with a strong national presence. Our member firms provide clients with a full range of professional services, including audit, tax, and advisory solutions.Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full timeAbout Baker Tilly Canada CooperativeBaker Tilly Canada Cooperative is a leading association of chartered accounting firms with a strong national presence. Our member firms provide clients with a full range of professional services, including audit, tax, and advisory solutions.Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor 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 and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.Job...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.Job...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.Job...
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Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.Job...
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Financial Insurance Advisor
3 weeks ago
Ottawa, Ontario, Canada Serenia Life Financial Full timeUnlock Your Potential as a Financial Insurance AdvisorAt Serenia Life Financial, we're dedicated to helping Canadians achieve financial security and peace of mind. As a Financial Insurance Advisor, you'll play a vital role in building deep relationships with our clients and providing them with expert guidance on insurance, investments, and mortgages.Key...