Top Financial Strategist for Client Success
2 weeks ago
We are seeking a skilled Senior Financial Advisor to join our team in Canada. As a key member of our Canadian Banking Branch network, you will provide exceptional service to our customers and help them achieve their financial goals.
Key Responsibilities- Develop personalized financial strategies for clients, including day-to-day banking, investments, and borrowing solutions.
- Build strong relationships with clients and deliver against individual and team sales goals that support a positive customer experience.
- Educate clients on relevant insights and expert advice to help them make informed financial decisions.
- A Mutual Funds licence and completed CIFP Diploma.
- The appetite and drive to build strong client relationships.
- A strategic mindset to develop tailored financial plans.
- A competitive compensation package, including an estimated salary range of $80,000 - $120,000 per year, based on experience and location.
- A comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
- Ongoing training and development opportunities to support your career growth and advancement.
Scotiabank is a leading bank in the Americas, committed to making a difference in our communities. Our purpose is 'for every future,' and we strive to help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
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Executive Success Strategist
3 weeks ago
Toronto, Ontario, Canada Escape the Ordinary - Mellita Darling Full timeUnlock Your PotentialWe are seeking a highly motivated and experienced business success coach to join our team as an Executive Success Strategist. This is a contract role that offers flexibility and uncapped earning potential.About the Role:In this role, you will be responsible for creating and executing marketing campaigns that drive lead generation and...
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Senior Financial Strategist
3 weeks ago
Toronto, Ontario, Canada DIF Management Canada ULC Full timeJob Title:Senior Financial StrategistJob Overview:We are seeking an experienced Senior Financial Strategist to join our team at DIF Management Canada ULC. In this role, you will be responsible for evaluating financial risk, using portfolio management software, and providing investment advice to clients.Key Responsibilities:Evaluate financial risk and develop...
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Customer Success Strategist
2 weeks ago
Toronto, Ontario, Canada Lightspeed Full timeAre you passionate about delivering exceptional customer experiences and driving business growth? We're seeking a skilled Customer Success Strategist to join our team at Lightspeed in Montreal or Toronto.About the RoleAs a Customer Success Strategist, you'll play a critical role in driving retention and expansion of our highest-valued customers. You'll be...
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Senior Financial Strategist
3 weeks ago
Toronto, Ontario, Canada pt Health Full timeAbout Lifemark Health GroupLifemark Health Group is a leading provider of customized healthcare solutions, renowned for its commitment to service excellence and customer satisfaction. With over 20 years of experience, the company has established itself as one of Canada's largest and most trusted healthcare providers.Job Description: Senior Financial...
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Business Financial Strategist
3 weeks ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeWe are seeking a highly skilled Business Financial Strategist to join our team at INDOCAN STUDY INC. This is a permanent position with a competitive salary of $65,000 - $85,000 per year, depending on experience.Job DescriptionIn this role, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and...
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Strategic Financial Strategist
2 weeks ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeWe are seeking a skilled Strategic Financial Strategist to join our team at INDOCAN STUDY INC. As a key member of our organization, you will play a crucial role in shaping the financial futures of our clients.Job OverviewThis is a permanent full-time opportunity that offers a competitive salary and benefits package. The successful candidate can expect to...
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Senior Financial Strategist
3 weeks ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Strategist to join our team at INDOCAN STUDY INC. This is an exciting opportunity for a professional with expertise in financial planning and management to drive business growth and success.Key ResponsibilitiesDevelop and implement comprehensive financial plans that align with clients' goals and...
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Senior Financial Strategist
2 weeks ago
Toronto, Ontario, Canada LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD Full timeJob Title: Senior Financial StrategistIn the heart of a thriving urban area, within a healthcare institution or facility, LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD is seeking an exceptional Senior Financial Strategist to spearhead our financial operations. This role offers a unique blend of strategic planning, leadership, and collaboration with senior...
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Senior Financial Strategist
2 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeJob DescriptionWe are seeking a Senior Financial Strategist to join our team at LRC INC.About the Role: As a Senior Financial Strategist, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...
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Chief Financial Strategist
2 weeks ago
Toronto, Ontario, Canada Jack Nathan Health Full timeAt Jack Nathan Health, we are seeking an experienced Chief Financial Strategist to lead our financial operations. As a key member of our team, you will be responsible for developing and implementing financial strategies that drive business growth.About the Role:Job Summary: The Chief Financial Strategist will oversee all aspects of our financial operations,...
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Senior Financial Strategist
4 weeks ago
Toronto, Ontario, Canada Stonewood Group Inc. Full timeAbout the RoleThe Stonewood Group Inc. is seeking a highly skilled Senior Financial Strategist to join their team. As a key member of the Senior Management Team, you will be responsible for leading the development and implementation of strategies to promote and sell private placement opportunities in high growth companies and real estate transactions to...
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Customer Success Strategist
2 weeks ago
Toronto, Ontario, Canada Citylitics Full timeRole OverviewWe are seeking a highly skilled Customer Success Strategist to join our rapidly growing team at Citylitics. As a key member of our customer success team, you will be responsible for driving customer satisfaction and retention metrics while building strong relationships with our clients.ResponsibilitiesStrategic ownership of a customer portfolio,...
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High-Level Financial Strategist
2 weeks ago
Toronto, Ontario, Canada N. Harris Computer Corporation - CAD Full timeTransform Your Career with N. Harris Computer Corporation - CADWe are currently seeking a highly skilled High-Level Financial Strategist to join our finance team. This is an exceptional opportunity for an ambitious professional to take on a challenging role and drive business growth.The ideal candidate will have 4+ years of progressive experience in...
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Senior Financial Planning Strategist
2 weeks ago
Toronto, Ontario, Canada Sun Life Full timeSun Life Financial is a top provider of life, health and wealth products in the Canadian marketplace.This role represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.As a Senior Financial Planning Strategist, you will partner with Advisors and other experts to provide advanced planning...
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Senior Financial Strategist
3 weeks ago
Toronto, Ontario, Canada Landmark Club Group Inc Full timeJob Title: Senior Financial StrategistWe are seeking a seasoned financial expert to join our team as a Senior Financial Strategist at the Landmark Club Group Inc.About the RoleThis is a senior-level position that requires a minimum of 5 years of experience in finance. The successful candidate will be responsible for allocating resources, formulating...
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Senior Financial Strategist
2 weeks ago
Toronto, Ontario, Canada Rockwell Automation Full timeJob DescriptionWe are seeking a skilled Senior Financial Strategist to support the Plex line of business at Rockwell Automation.About the RoleThis is an exciting opportunity for a results-driven financial professional to join our team and contribute to the company's growth and success. As a Senior Financial Strategist, you will be responsible for providing...
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Chief Financial Strategist
2 weeks ago
Toronto, Ontario, Canada AgencyAnalytics Inc Full timeAgencyAnalytics Inc is seeking a highly experienced and visionary Chief Financial Strategist to lead its finance operation in driving transformative change and growth.About the RoleThe ideal candidate will have a proven track record of success in financial leadership, with expertise in strategic planning, budgeting, forecasting, financial modeling, and...
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Financial Operations Strategist
2 weeks ago
Toronto, Ontario, Canada Riverside Natural Foods Full timeRiverside Natural Foods Ltd. is a dynamic Canadian-based, family-owned business with global operations, committed to making a positive impact on the world.We are seeking an experienced Financial Operations Strategist to join our team and contribute to our ambitious goal of doubling our business by 2027. As a key member of our finance team, you will play a...
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Top Financial Planning Advisor
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeUnlock Your Potential as a Top Financial Planning AdvisorAre you looking for a challenging and rewarding career in financial planning? As a top financial planning advisor at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With our unparalleled array of investment and portfolio...
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Chief Financial Strategist
4 weeks ago
Toronto, Ontario, Canada Talon Outdoor Full timeThe Chief Financial Strategist will work closely with the CEO and Group Financial Director to oversee all Canadian financial responsibilities. This includes managing financial risks, planning, record-keeping, and reporting.