Senior Financial Consultant
2 days ago
Requisition ID: 199095
We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a key member of our organization, this individual will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
The successful candidate will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. Key responsibilities include conducting in-depth reviews for assigned clients, utilizing financial planning skills and tools to support clients' financial goals, and delivering trusted financial advice to clients regarding their investments and retirement planning.
This role requires a self-directed, performance-oriented individual who is able to build relationships, provide exceptional client experience, and grow long-standing relationships with existing clients. The ideal candidate will have experience in financial planning and investment sales, a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation, and mutual funds certification.
We offer a competitive compensation and benefits package, access to leading-edge resources, and a work culture that promotes diversity, respect, and inclusion.
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Strategic Financial Consultant
2 weeks ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob RoleStrategic Financial ConsultantAs a Strategic Financial Consultant at RBC Dominion Securities Inc., you will be responsible for introducing products and services to high net worth clients. You will build relationships with internal and external clients through the utilization of appropriate tools or technologies. You will review day-to-day execution...
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Strategic Financial Consultant
3 weeks ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryWe are seeking a skilled Strategic Financial Consultant to join our team at RBC Dominion Securities Inc. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to...
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Strategic Financial Consultant
4 weeks ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OverviewRBC Dominion Securities Inc. is seeking a skilled Strategic Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to ensure...
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Senior Financial Leader
4 weeks ago
Thunder Bay, Ontario, Canada Keewaytinook Okimakanak Full timeAbout UsKeewaytinook Okimakanak represents six Northern Ontario communities, each with its unique culture and history. Our organization is dedicated to providing exceptional client service and fostering a collaborative team environment.Position OverviewThe Senior Accountant/Manager will report directly to the Executive Director and be responsible for...
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Senior Geotechnical Consultant
2 weeks ago
Thunder Bay, Ontario, Canada Knight Piesold Consulting Full timeAbout Knight Piésold ConsultingKnight Piésold Consulting is a specialized global engineering consulting firm with over 100 years of experience.We have been recognized for having an exceptional workplace for our employees.Our workload focuses on the mining sector, including exciting projects and new mining developments around the world that support the...
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Senior Financial Services Supervisor
6 days ago
Thunder Bay, Ontario, Canada City of Thunder Bay Full timeJob Opportunity in Thunder BayThe City of Thunder Bay is seeking a skilled and experienced Senior Financial Services Supervisor to join our team.About the RoleThis is a rewarding opportunity for a professional with expertise in financial management, budgeting, and accounting systems. As a Senior Financial Services Supervisor, you will be responsible for...
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Senior Investment Consultant
1 week ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OverviewAs a Senior Investment Consultant at RBC Dominion Securities Inc., you will work closely with high net worth clients to introduce products and services that meet their investment goals.Key ResponsibilitiesBuild and maintain relationships with internal and external clients through effective communication and relationship management.Review...
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Strategic Financial Consultant
3 weeks ago
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Royal Bank of Canada team, the successful candidate will be responsible for resolving complex deals related to products and services for internal and external clients. This role requires a deep understanding of banking laws and regulations, as well as the ability to apply extensive knowledge, skills, and practices to perform...
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Senior Financial Management Professional
2 days ago
Thunder Bay, Ontario, Canada Lakehead Social Planning Council Full timeAre you a detail-oriented and organized individual with excellent communication skills looking for a challenging role in financial administration?We are seeking a highly skilled Senior Financial Management Professional to join our team at Lakehead Social Planning Council. As a key member of our finance department, you will be responsible for providing expert...
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Strategic Financial Consultant
2 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeRequisition ID: 199095Financial Planning Role:A highly skilled Financial Planner is sought to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market at Scotiabank.About the Job:As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business...
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Senior Geriatric Mental Health Consultant
3 days ago
Thunder Bay, Ontario, Canada North Bay Regional Health Centre Full timeRole Overview:The Senior Geriatric Mental Health Consultant will play a key role in the North Bay Regional Health Centre's (NBRHC) efforts to provide high-quality care to older adults with complex mental health needs. Reporting directly to the Regional Manager, this position will work closely with healthcare professionals to develop and implement strategies...
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Senior Campus Financial Advisor
5 days ago
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeWe are seeking a Senior Campus Financial Advisor to join our team in Thunder Bay, Canada.About the RoleThis is an exciting opportunity to work with students and newcomers, providing expert financial advice and guidance. As a Senior Campus Financial Advisor, you will be responsible for building strong relationships with community partners and clients, and...
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Responsable financier senior
5 days ago
Thunder Bay, Ontario, Canada Lakehead Social Planning Council Full timeLe Conseil de planification sociale Lakehead recherche un responsable financier senior pour rejoindre son équipe.Vue d'ensembleL'organisation est une institution publique qui fournit des services sociaux à la communauté. Nous sommes à la recherche d'un professionnel expérimenté pour superviser nos activités financières et nous aider à...
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Strategic Investment Consultant
2 days ago
Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Title: Strategic Investment ConsultantEstimated Salary: $120,000 - $180,000 per yearAbout the RoleWe are seeking a skilled Investment Advisor to join our team at RBC Dominion Securities Inc. This is an exciting opportunity for a motivated professional to work with high net worth clients, building long-term relationships and providing expert investment...
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Supervisor, Financial Services
3 weeks ago
Thunder Bay, Ontario, Canada City of Thunder Bay Full timeJob OpportunityThe City of Thunder Bay is seeking a highly skilled and experienced Supervisor to join our team in the Financial Services department.Key Responsibilities:Develop and implement financial planning and budgeting strategies for the Long-Term Care and Senior Services department.Supervise and direct the financial and administrative staff to ensure...
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Travel Consultant
4 weeks ago
Thunder Bay, Ontario, Canada Happy Time Tours & Travel Full timeJob SummaryWe are seeking a highly skilled Travel Consultant to join our team at Happy Time Tours & Travel. As a Travel Consultant, you will be responsible for providing exceptional customer service, selling travel products and insurance, and handling cancellations and schedule changes.Key Responsibilities* Calculate cost of travel and accommodations* Handle...
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Senior Financial Services Manager
2 days ago
Thunder Bay, Ontario, Canada MNP Full timeAbout MNPMNP is a leading national accounting, tax and business advisory firm in Canada.We are proud to be part of the Canadian business landscape and are committed to helping entrepreneurs and businesses thrive in today's rapidly evolving environment.Job Description:As a Senior Financial Services Manager, you will lead client-facing engagement teams to...
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Thunder Bay, Ontario, Canada BDO Full timeAt BDO, we are committed to putting people first and delivering exceptional service to our clients. As a Junior Associate in our Financial Reporting & Insights team, you will play a vital role in helping us achieve this goal.Our Thunder Bay office is seeking a highly motivated and detail-oriented individual to join our team on a full-time basis. In this...
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Thunder Bay, Ontario, Canada BDO Full timeBDO: A Firm Built on Positive RelationshipsWe are a firm that prioritizes people and client satisfaction. Our professionals provide exceptional service, offering advice and insights that clients can trust.Your OpportunityOur Thunder Bay office is seeking a Senior Accounting Associate to join the Financial Reporting & Insights team in Fall 2024. Your...
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Education Consulting Manager
4 weeks ago
Thunder Bay, Ontario, Canada MNP Full timeAbout MNPMNP is a leading national accounting, tax and business consulting firm for Indigenous Nations, businesses, and entrepreneurs in Canada.Job DetailsDescriptionWe are seeking a highly motivated and experienced Manager, Education Consulting to join our Indigenous Services team. As a key member of our team, you will lead the planning and delivery of...