Senior Financial Services Specialist
3 days ago
The role of a Senior Financial Services Specialist at Scotiabank involves providing exceptional service to customers and growing long-standing relationships with existing clients.
Key Responsibilities:
- Delivering Trusted Financial Advice
- Providing Full Range of Customized Financial Solutions
- Understanding Customers' Financial Goals and Preferences
- Analyzing Customer Needs and Recommending Strategies and Solutions
- Focusing on Complex Solutions and Comprehensive Financial Planning
- Demonstrating a Collaborative Approach
- Building Relationships and Growing Client Experience
To succeed in this role, you will need:
- A minimum of two years of related experience selling investment and credit products
- Demonstrated sales management experience and the ability to market Scotiabank
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
This position offers a competitive compensation and benefits package customized for Retail Banking, including:
- A competitive salary: $85,000 - $110,000 per year, depending on experience
- The opportunity to make a lasting impact on customers
- An organization committed to making a difference in our communities
- An assigned book of mid to high affluent customers
- The ability to provide complex solutions and comprehensive financial planning
- Clear transparent criteria to progress in your career
Please note that communication in English and French is required due to serving English-speaking clientele.
-
Senior Financial Services Specialist
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Services Specialist at Scotiabank, you will play a key role in helping our customers achieve their financial goals. With a strong focus on client satisfaction and revenue growth, this position is ideal for individuals who are passionate about delivering exceptional customer experiences and driving business results.
-
Montreal, Quebec, Canada AGA Financial Group inc. Full timeAGA Financial Group inc. is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. As a key member of our financial planning and analysis team, you will...
-
Senior Financial Planning Specialist
2 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...
-
Senior Financial Services Operations Specialist
2 weeks ago
Montreal, Quebec, Canada TD Full timeAbout the RoleAre you passionate about delivering exceptional customer experiences and contributing to the growth of a leading financial institution? TD is seeking a highly skilled Senior Financial Services Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring seamless execution of complex...
-
Senior Financial Services Specialist
4 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleThis position requires a Senior Financial Services Specialist to provide exceptional service to customers, focusing on complex solutions and comprehensive financial planning.Key Responsibilities:Provide full range of customized financial solutions using a financial planning approach.Understand customers' financial goals and preferences, analyze...
-
Senior Financial Services Specialist
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeRole OverviewWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Banque Nationale du Canada. This is a unique opportunity for an experienced professional to leverage their expertise and make a meaningful impact in the financial services industry.Job DescriptionThe successful candidate will be responsible for providing...
-
Senior Business Financial Specialist
4 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeThe Toronto-Dominion Bank (Canada) offers an exciting opportunity for a Senior Business Financial Specialist to join our team in the Commercial Banking Center.**Estimated Salary:** $80,000 - $120,000 per yearAbout the Role:We are seeking a highly skilled and experienced professional to provide financial expertise to mid-sized businesses. As a Senior Business...
-
Financial Services Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeSenior Investment & Personal Banking Role OverviewWe are seeking a customer-centric Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. This role offers the opportunity to provide exceptional service throughout the customer's journey, analyzing their needs and recommending tailored financial solutions.About the...
-
Senior Financial Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout ScotiabankWe are a leading bank in the Americas, guided by our purpose: "for every future". Our goal is to help our customers, their families and communities achieve success through a range of advice, products and services.Job Description:We are seeking an experienced Senior Financial Specialist to join our Canadian Banking Branch network. As a key...
-
Financial Services Specialist
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeWe are seeking a highly skilled and customer-centric Financial Services Specialist to join our team in Montreal, Quebec. This is an exciting opportunity for individuals who are passionate about delivering exceptional financial services and building strong relationships with clients.About the RoleAs a Senior Financial Services Specialist, you will be...
-
Senior Financial Services Consultant
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Senior Investment & Personal Banking Specialist at Scotiabank, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey.Key Responsibilities:Provide a full range of customized...
-
Senior Financial Analyst
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking an experienced Senior Financial Analyst to join our Financial Reporting & Consolidation department. This role will play a key part in the analysis and disclosure of financial information.Key ResponsibilitiesParticipate in the preparation of Intact Financial Corporation's quarterly and annual consolidated financial statements.Participate in the...
-
Senior Accounting Specialist
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAt Banque Nationale du Canada, we're looking for a Senior Accounting Specialist to join our Financial Markets Accounting team. This is a unique opportunity to utilize your accounting expertise and contribute to the success of our organization.Job OverviewThis role involves acting as an accounting specialist for the disclosure of results and balance sheets...
-
Senior Financial Specialist
1 month ago
Montreal, Quebec, Canada Tarkett Full timeJob Summary:We are seeking a highly skilled Senior Financial Specialist to join our team. The ideal candidate will have 5-7 years of experience in billing and collections, with a strong background in financial analysis and management.About the Role:In this key position, you will be responsible for managing accounts receivable, reviewing financial reports,...
-
Senior Financial Management Specialist
2 weeks ago
Montreal, Quebec, Canada Randstad Full timeAt Randstad, we are seeking a highly skilled and experienced Accounts Payable Coordinator to join our team in Downtown Montreal. This is a permanent position that offers flexible hours and the opportunity to contribute to challenging projects.The successful candidate will work closely with various departments, particularly the entertainment divisions, to...
-
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAs a Senior Analyst in the Financial Disclosure and Performance team at Banque Nationale du Canada, you will have the opportunity to work as an accounting specialist for the disclosure of results and balance sheets for two growing sectors.Key ResponsibilitiesPerform reconciliations and analyses of financial statements to ensure accuracy and...
-
Senior Financial Consolidation Specialist
2 weeks ago
Montreal, Quebec, Canada Fluid - Solutions de TalentsWorkforce Solutions Full timeEstimated salary: $80,000 - $120,000 per year.About the RoleWe are seeking a Senior Financial Consolidation Specialist to join our regional team based in Montreal. As a key member of our accounting team, you will play a critical role in providing timely and accurate financial statements and analysis in accordance with IFRS.The ideal candidate will have a...
-
Senior Indigenous Law Specialist
2 weeks ago
Montreal, Quebec, Canada First Nations Financial Management Board Full timeOverview of the RoleThe First Nations Financial Management Board (FMB) is seeking a highly skilled and experienced Senior Indigenous Law Specialist to join its team. As a key member of our organization, you will play a critical role in providing expert legal advice and guidance on various aspects of Indigenous law, including financial administration laws...
-
Senior Financial Collections Specialist
2 days ago
Montreal, Quebec, Canada Lightspeed Full timeWe are seeking a skilled Senior Financial Collections Specialist to join our team in Montreal. Located within the Finance department and reporting directly to the Team Lead, this role involves interacting with customers on a daily basis to resolve outstanding account balances.The ideal candidate will possess excellent written and spoken English and French...
-
Senior Financial Systems Specialist
3 weeks ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleAs a Senior Financial Systems Specialist at NBC, you will be responsible for participating in the planning and execution of supplier onboarding projects in collaboration with various stakeholders. This involves implementing automated value-added purchasing processes for the Bank's different sectors.The role also requires providing operational...