Current jobs related to Senior Financial Advisor - Ottawa, Ontario - Scotiabank


  • Ottawa, Ontario, Canada Baker Tilly Full time

    Baker 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...


  • Ottawa, Ontario, Canada Envision Financial Full time

    Senior 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...


  • Ottawa, Ontario, Canada Envision Financial Full time

    Senior 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...


  • 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...


  • 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Seeking 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...


  • Ottawa, Ontario, Canada Envision Financial Full time

    We 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...


  • Ottawa, Ontario, Canada Baker Tilly Full time

    At 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...


  • Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Unlock 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...


  • Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Unlock 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    As 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...


  • Ottawa, Ontario, Canada Serenia Life Financial Full time

    Unlock 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...


  • Ottawa, Ontario, Canada Serenia Life Financial Full time

    Unlock 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...


  • Ottawa, Ontario, Canada Baker Tilly Full time

    About 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...


  • Ottawa, Ontario, Canada Baker Tilly Full time

    About 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...


  • Ottawa, Ontario, Canada Baker Tilly Full time

    About 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...


  • Ottawa, Ontario, Canada Baker Tilly Full time

    About 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About 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...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About 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...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Associate AdvisorDesjardins Financial Security Independent Network is seeking a highly motivated and detail-oriented Associate Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional client service and supporting our Principal Advisor in preparing for client meetings and executing recommendations to financial...

Senior Financial Advisor

2 months ago


Ottawa, Ontario, Canada Scotiabank Full time

About the Role

As a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.

Key Responsibilities

  • Build Strong Customer Relationships
  • Develop and Implement Comprehensive Financial Plans
  • Provide Expert Advice on Financial Products and Services
  • Meet and Exceed Sales Targets
  • Stay Up-to-Date with Industry Developments and Best Practices

Requirements

  • Proven Track Record of Success in Financial Services
  • Strong Communication and Interpersonal Skills
  • Ability to Work in a Fast-Paced Environment
  • Strong Analytical and Problem-Solving Skills
  • Relevant Education and Certifications

What We Offer

  • Competitive Compensation and Benefits Package
  • Opportunities for Professional Development and Growth
  • Collaborative and Supportive Team Environment
  • Recognition and Rewards for High Performance