Senior Financial Advisor

6 days ago


Mississauga, Ontario, Canada Scotiabank Full time
{"h2": "About the Role", "p": "As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong, long-standing relationships with our customers and develop personalized financial strategies to help them achieve their goals.

Key Responsibilities:

* Take a customer-centric approach to provide exceptional service
* Develop and implement comprehensive financial plans using a holistic approach
* Educate customers on relevant insights and expert advice
* Build strong, long-standing relationships with customers
* Develop, retain, and grow the branch business by delivering against individual and team sales goals

Requirements:

* The appetite and drive to build strong customer relationships
* A strategic mindset to develop personalized financial strategies
* The proven ability to meet and exceed sales targets in a fast-paced environment
* A Mutual Funds licence and completed CIFP Diploma

What We're Offering:

* The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
* A competitive compensation and benefits package
* An organization committed to making a difference in our communities
* Recognition and rewards for high-performance
* Clear, transparent criteria to progress in your career

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

Candidates must apply directly online to be considered for this role.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Location(s): Canada : Ontario : Mississauga

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.



  • Mississauga, Ontario, Canada financial-advisor Full time

    {"title": "Senior Financial Analyst", "description": "Key ResponsibilitiesAs a Senior Financial Analyst, you will be responsible for assisting the Director of Finance and CFO with project reporting, leading the government grant applications reporting process, and preparing grant submission documentation and milestone summaries as required by the contract...


  • Mississauga, Ontario, Canada financial-advisor Full time

    {"title": "Senior Financial Analyst", "description": "Key ResponsibilitiesAs a Senior Financial Analyst, you will be responsible for assisting the Director of Finance and CFO with project reporting, leading the government grant applications reporting process, and preparing grant submission documentation and milestone summaries as required by the contract...


  • Mississauga, Ontario, Canada financial-advisor Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial advisory team, you will be responsible for conducting comprehensive financial analysis, providing strategic insights, and supporting decision-making processes.Key ResponsibilitiesPrepare financial statements, management reports, balance...


  • Mississauga, Ontario, Canada financial-advisor Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial advisory team, you will be responsible for conducting comprehensive financial analysis, providing strategic insights, and supporting decision-making processes.Key ResponsibilitiesPrepare financial statements, management reports, balance...


  • Mississauga, Ontario, Canada Scotiabank Full time

    Join a dynamic team as a Senior Financial Advisor at Scotiabank, where you'll help customers achieve their financial goals and build lasting relationships. About the Role Job Title: Senior Financial Advisor About Scotiabank: As a leading bank in the Americas, we help our customers, their families, and communities achieve success through a range of advice,...


  • Mississauga, Ontario, Canada Scotiabank Full time

    Seeking a Senior Financial Advisor to build strong customer relationships, develop personalized financial strategies, and meet sales targets in a fast-paced environment. As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to customers, understanding their needs, and delivering tailored financial solutions....


  • Mississauga, Ontario, Canada Scotiabank Full time

    {"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in building strong relationships with our clients and providing expert advice on financial planning and wealth management.", "ul": [{"li": "Take a proactive...


  • Mississauga, Ontario, Canada Scotiabank Full time

    {"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in building strong relationships with our clients and providing expert advice on financial planning and wealth management.", "ul": [{"li": "Take a proactive...


  • Mississauga, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advice.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Mississauga, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advice.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Mississauga, Ontario, Canada Scotiabank Full time

    {"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.", "ul":...


  • Mississauga, Ontario, Canada Scotiabank Full time

    {"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.", "ul":...


  • Mississauga, Ontario, Canada Trillium Health Partners Full time

    Position: Senior Financial Planning Advisor Department: Financial Planning & Analysis Temporary Full Time Overview: Trillium Health Partners (THP) is a prominent community-based acute care organization in Canada, serving diverse populations. As a Senior Financial Planning Advisor, you will report to the Manager of Financial Planning & Analysis, providing...


  • Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. We are seeking a highly motivated and customer-centric individual to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our customers, taking into account their unique needs...


  • Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. We are seeking a highly motivated and customer-centric individual to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our customers, taking into account their unique needs...


  • Mississauga, Ontario, Canada Trillium Health Partners Full time

    Job Description Position: Senior Financial Advisor Department: Financial Planning & Analysis Status: Temporary Full Time (12 months) Role Level: Professional Group - PG11 $45.04 to $56.29 Site: Queensway Health Centre Hours of Work: Monday to Friday 37.5 hours/week (business hours) Organization Overview: Trillium Health Partners...


  • Mississauga, Ontario, Canada Independent Electricity System Operator Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: 19881 Location: Mississauga Status: Regular Business Unit: Corporate Services Why consider this opportunity? You possess exceptional skills and seek to apply them in an organization where your contributions are valued. We understand the importance of ensuring that Ontarians have...


  • Mississauga, Ontario, Canada Independent Electricity System Operator Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: 19881 Location: Mississauga Status: Regular Business Unit: Corporate Services Why consider this opportunity? Your expertise is valuable, and you seek to apply it in an organization where your contributions are recognized. We understand the importance of providing Ontarians with...


  • Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship BuildingDevelop and...


  • Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship BuildingDevelop and...