Senior Financial Services Professional

5 days ago


Sarnia, Ontario, Canada Scotiabank - Global Banking and Markets Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities
  • Customer-Centric Approach: Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice and solutions.
  • Financial Planning and Advice: Educate customers on various financial products and services, including day-to-day banking, investments, and borrowing solutions, to help them achieve their financial objectives.
  • Sales and Business Development: Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with customers, resulting in increased revenue and business growth.
  • Professional Development: Stay up-to-date with industry trends and developments, and participate in ongoing training and professional development to enhance your skills and knowledge.
Requirements
  • Strong Communication and Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Financial Knowledge and Expertise: In-depth knowledge of financial products and services, including day-to-day banking, investments, and borrowing solutions.
  • Sales and Business Development Skills: Proven sales and business development skills, with the ability to meet and exceed sales targets.
  • Professional Certifications: Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • Competitive Compensation and Benefits Package: A comprehensive compensation and benefits package, including a competitive salary, bonuses, and benefits.
  • Opportunities for Advancement: Opportunities for career advancement and professional growth, with a focus on developing your skills and knowledge.
  • Collaborative and Supportive Team Environment: A collaborative and supportive team environment, with a focus on teamwork and mutual respect.


  • Sarnia, Ontario, Canada Co-operators Full time

    About Co-operatorsCo-operators is a leading insurance and financial services company that operates in the retail sales sector. Our company values entrepreneurship and innovation, and we are committed to providing exceptional service to our customers.The OpportunityWe are seeking an experienced Financial Advisor to join our team as an exclusive representative...


  • Sarnia, Ontario, Canada Co-operators Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial-minded Financial Advisor to join our team at Co-operators.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and goals.Provide expert advice on insurance and investment products to help clients achieve their financial...


  • Sarnia, Ontario, Canada Co-operators Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial-minded Financial Advisor to join our team at Co-operators.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and goals.Provide expert advice on insurance and investment products to help clients achieve their financial...


  • Sarnia, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and client-focused professional to join our team as a Financial Services Professional. This exciting opportunity calls on your expertise in sales and problem-solving to maximize each client interaction.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide expert advice...


  • Sarnia, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and client-focused professional to join our team as a Financial Services Professional. This exciting opportunity calls on your expertise in sales and problem-solving to maximize each client interaction.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide expert advice...


  • Sarnia, Ontario, Canada BDO Full time

    About BDOBDO is a leading professional services firm that provides a wide range of services to clients across various industries. Our firm is built on a foundation of positive relationships with our people and our clients, and we are committed to providing exceptional service and advice that our clients can trust.Your OpportunityWe are seeking a Senior...


  • Sarnia, Ontario, Canada BDO Full time

    About BDOBDO is a leading professional services firm that provides a wide range of services to clients across various industries. Our firm is built on a foundation of positive relationships with our people and our clients, and we are committed to providing exceptional service and advice that our clients can trust.Your OpportunityWe are seeking a Senior...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship BuildingDevelop and...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship BuildingDevelop and...


  • Sarnia, Ontario, Canada Co-operators Full time

    About the OpportunityAs an exclusive Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who will manage your own insurance agency with the full support of an established company. You will build strong, visible ties to the community and cultivate long-term relationships with your clients. Through the use of our exclusive...


  • Sarnia, Ontario, Canada Co-operators Full time

    About the OpportunityAs an exclusive Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who will manage your own insurance agency with the full support of an established company. You will build strong, visible ties to the community and cultivate long-term relationships with your clients. Through the use of our exclusive...


  • Sarnia, Ontario, Canada Fairstone Financial Inc. Full time

    The Financial Solutions Advisor position is now available. Financial Solutions Advisor Join Fairstone Financial Inc. as a Financial Solutions Advisor. Be part of a leading organization in responsible lending, dedicated to serving the financial needs of Canadians. No prior experience is necessary; we value determination and a willingness to learn. If you...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...A Senior Financial Advisor at Scotiabank will be responsible for providing exceptional service to customers, building strong relationships, and delivering personalized financial strategies.Key Responsibilities:Take a proactive approach to discovering customer needs and providing relevant insights and expert...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...A Senior Financial Advisor at Scotiabank will be responsible for providing exceptional service to customers, building strong relationships, and delivering personalized financial strategies.Key Responsibilities:Take a proactive approach to discovering customer needs and providing relevant insights and expert...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship BuildingDevelop and...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank.Key Responsibilities:Provide expert financial advice to clients and stakeholders.Develop and implement financial plans to meet client goals and objectives.Conduct financial analysis and make recommendations to clients and stakeholders.Collaborate with...


  • Sarnia, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank.Key Responsibilities:Provide expert financial advice to clients and stakeholders.Develop and implement financial plans to meet client goals and objectives.Conduct financial analysis and make recommendations to clients and stakeholders.Collaborate with...


  • Sarnia, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.Key Responsibilities:Customer Relationship...


  • Sarnia, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.Key Responsibilities:Customer Relationship...


  • Sarnia, Ontario, Canada BDO Full time

    About BDOBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration, innovation, and growth.Your OpportunityOur Financial...