Strategic Financial Advisor Leader
3 weeks ago
We are seeking an experienced Sales Leader to partner with our Canadian Banking regional leadership and Wealth Management team. As the Senior Manager, Financial Advisor, Investment & Retirement, you will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.
Responsibilities will include coaching and developing the team, increasing financial planning results, supporting recruitment and retention of specialist advisors, and creating practice management strategies to drive business results. You will also be responsible for national project management while adhering to Global Sales Principles, compliance, and regulatory requirements.
This role requires an impactful sales leader who can leverage their influencing and relationship-building skills to drive results. You will be accountable for sales and practice management, including establishing standards and expectations for key activities, delivering coaching and training, and building a high-performance environment.
Key qualifications include post-secondary education in Business or a related field, a Mutual Fund License, and Financial Planning Designation (IQPF). You should have 5+ years of experience in the investment industry, with strong Advice+ knowledge and expert sales management skills. Strong verbal and written communication skills in French and English are also required.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We 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.
-
Strategic Talent Advisor
4 weeks ago
Montreal, Quebec, Canada WSP Global Inc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Talent Advisor to join our team at WSP Global Inc. As a key member of our People and Culture team, you will play a critical role in driving business performance and achieving our strategic objectives.Key ResponsibilitiesPartner with senior leaders to develop and implement talent...
-
Strategic Talent Advisor
2 days ago
Montreal, Quebec, Canada WSP Global Inc. Full timeTalent Strategy RoleThe Talent Strategy Role at WSP Global Inc. is a strategic position that focuses on partnering with business leaders to develop and implement talent strategies that drive business results. As a Strategic Talent Advisor, you will work closely with the Energy, Resources, and Industry sector to identify and develop talent that meets the...
-
Strategic Financial Planner and Advisor
2 days ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob DescriptionRoyal Bank of Canada is seeking a highly skilled Strategic Financial Planner and Advisor to join our team. This role will involve providing comprehensive financial planning solutions to clients, focusing on retirement and wealth planning strategies.The ideal candidate will have a strong understanding of the Canadian taxation system, excellent...
-
Strategic Financial Reporting Leader
3 weeks ago
Montreal, Quebec, Canada Fed Finance Full timeCompany OverviewFed Finance is an innovative recruitment agency founded in 2001, specializing in temporary and permanent recruitment for accounting and finance professionals. Our team of experts is dedicated to supporting clients throughout their job search and career development.Job DescriptionWe are seeking a Strategic Financial Reporting Leader to oversee...
-
Strategic Financial Leader
4 weeks ago
Montreal, Quebec, Canada Andy Transport Full timeAbout Andy Corporation North America:We are a Montreal-based, privately owned and vertically integrated organization operating in the transportation sector, with a growing footprint in the fleet management solutions space.We operate multiple business units under a corporate umbrella, providing comprehensive transportation and logistics solutions to our...
-
Strategic Investment Advisor
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAdvisor Strategy and Investment SolutionsAs a key member of the National Bank Financial Wealth Management team, you will be responsible for providing expert advice and guidance to Wealth Advisors. Your role will involve:Acting as a key point of contact for Wealth Advisors, providing expert advice and guidance.Gaining insight into the day-to-day...
-
Strategic Financial Leader
4 weeks ago
Montreal, Quebec, Canada Andy Transport Full timeAbout Andy Corporation North America: A privately owned and vertically integrated organization operating in the transportation sector, with a growing footprint in the fleet management solutions space.We operate multiple business units under a corporate umbrella, providing comprehensive transportation and logistics solutions to our clients.About the Role: We...
-
Strategic Social Impact Advisor
2 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly motivated Strategic Social Impact Advisor to join our team at Intact Financial Corporation. As a key member of our organization, you will play a critical role in accelerating our social impact agenda across Canada.In this position, you will work closely with internal and external stakeholders to lead the execution of our...
-
Strategic Social Impact Advisor
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleIntact Financial Corporation is committed to creating a better world, and we're looking for a dedicated professional to help us achieve our social impact goals.The Senior Advisor, Social Impact will play a key role in executing Intact's social impact strategic partnerships in Canada, focusing on initiatives that support building resilient...
-
Strategic Financial Leader
3 weeks ago
Montreal, Quebec, Canada Andy Transport Full timeAbout Andy Corporation North America:We are a Montreal-based, privately owned and vertically integrated organization operating in the transportation sector, with a growing footprint in the fleet management solutions space.Our company operates multiple business units under a corporate umbrella, providing comprehensive transportation and logistics solutions to...
-
Strategic Financial Leader
4 weeks ago
Montreal, Quebec, Canada Andy Transport Full timeAbout Andy Corporation North America:We are a Montreal-based, privately owned and vertically integrated organization operating in the transportation sector, with a growing footprint in the fleet management solutions space.We operate multiple business units under a corporate umbrella, providing comprehensive transportation and logistics solutions to our...
-
Chief Advisor, Insights, Financial Strategist
4 weeks ago
Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full timeJob Title: Chief Advisor, Insights, FinancialAt Industrial Alliance Insurance and Financial Services Inc., we are seeking a highly skilled and experienced Chief Advisor, Insights, Financial to join our team.Job Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth is a pivotal role within our organization, tasked with two...
-
Strategic Portfolio Leader
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Strategic Portfolio Leader to join our team at NBC. As a key member of our Commercial Banking department, you will play a leading role in the strategic support of companies across Canada.Your primary responsibilities will include:Providing consulting services to clients, leveraging your high-level professional...
-
Strategic Investment Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Strategic Investment Advisor to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our Strategy and Investment Solutions team, you will play a crucial role in supporting our wealth advisors in delivering exceptional client experiences.Key ResponsibilitiesAct as a trusted...
-
Strategic Investment Leader
4 weeks ago
Montreal, Quebec, Canada Aon Full timeStrategic Investment LeaderAon is seeking a seasoned investment advisory leader to join our team. As a Strategic Investment Leader, you will be responsible for providing expert guidance to our clients on strategic investment decisions.Key responsibilities include:Designing and delivering analytical evaluations of advisory servicesIdentifying and developing...
-
Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob Title: Portfolio Manager - Strategic AdvisorAs a Portfolio Manager - Strategic Advisor, you will play a leading role in the strategic support of companies across Canada. Your varied and complex tasks will allow you to quickly become a trusted advisor to companies that are transforming the world.Key Responsibilities:Provide consulting services aligned...
-
Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob Title: Portfolio Manager - Strategic AdvisorAt NBC, we are seeking a highly skilled Portfolio Manager - Strategic Advisor to join our team. As a key member of our Commercial Banking department, you will play a leading role in the strategic support of companies across Canada.Key Responsibilities:Provide strategic advice to clients on financial strategies...
-
Strategic Data and Performance Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Strategic Data and Performance AdvisorAbout the Role:As a Strategic Data and Performance Advisor at National Bank, you will play a key role in advising on the strategic directions of financial market operations. You will facilitate strategic thinking and the evolution of business processes through data analysis, and drive the execution of...
-
Strategic Human Resources Advisor
2 days ago
Montreal, Quebec, Canada CMHC - SCHL Full timeAbout the RoleWe are seeking a highly skilled Strategic Human Resources Advisor to join our People and Culture Team at CMHC. This role will provide professional, pragmatic, and client-focused HR support and advice to employees and people leaders in all aspects of human resource management.
-
Strategic Advisor
4 weeks ago
Montreal, Quebec, Canada Desjardins Group Full timeJob SummaryWe are seeking a highly experienced and skilled Strategic Advisor to join our team at Desjardins Group. As a senior audit, inspection, and internal audit expert, you will play a key role in ensuring the regularity of financial statements and providing assurance on the level of control over operations.Key ResponsibilitiesAdvise clients and partners...