Professional Financial Consultant
7 days ago
Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future." It helps its customers, their families, and communities achieve success through various advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
CompensationThe estimated annual salary for this role is around $70,000 to $100,000, depending on experience and qualifications.
Job DescriptionWe are seeking an exceptional Senior Financial Advisor to join our Canadian Banking Branch network. As a customer-centric professional, you will be responsible for providing exceptional service throughout the customer's journey by:
- Taking a proactive approach to discovering customer needs and listening to understand what they are asking for.
- Educating customers, providing relevant insights, and expert advice.
- Building comprehensive plans using a holistic approach to help customers achieve their goals.
- Nurturing strong, long-standing relationships.
- Developing, retaining, and growing branch business by delivering against individual and team sales goals that support a positive customer experience.
To succeed in this role, you will need:
- A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
- The appetite and drive to build strong customer relationships.
- The proven ability to meet and exceed sales targets in a fast-paced environment that aligns with customer goals.
- A mutual funds license and working towards your CIFP Diploma already.
We offer a competitive compensation and benefits package, including:
- A forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A comprehensive training program to support your growth and development.
- Clear, transparent criteria to progress in your career.
- An opportunity to make a difference in our communities.
This role offers the opportunity to work in a dynamic environment, building deeper relationships and growing your expertise. You will be supported by leadership through meaningful development conversations that enable faster advancement.
-
Financial Reporting Professional
6 days ago
Winnipeg, Manitoba, Canada CL Chartered Professional Accountant Ltd. Full timeJob TitleFinancial Reporting ProfessionalAbout the CompanyCL Chartered Professional Accountant Ltd. is a dynamic and growing accounting firm seeking an experienced Financial Reporting Professional to join our team.CompensationWe offer a competitive salary of $65,000 per year, reflecting the skills and qualifications required for this role.Job DescriptionThis...
-
Financial Consultant
2 weeks ago
Winnipeg, Manitoba, Canada Westoba Credit Union Full timeAbout the Role:We are seeking a talented Financial Consultant Trainee to join our team at Westoba Credit Union. This role will involve utilizing your exceptional communication skills to attract new business and grow existing relationships.You will build long-term relationships both internally and externally, creating strong rapport with your fellow team...
-
Financial Consultant Trainee
4 weeks ago
Winnipeg, Manitoba, Canada Westoba Credit Union Full timeAbout the Role:As a Financial Consultant Trainee at Westoba Credit Union, you will play a key role in building and maintaining strong relationships with our members. Your charismatic and outgoing personality will be essential in attracting new business and growing our existing customer base.Key Responsibilities:Develop and implement strategies to attract new...
-
Product Visionary for Financial Innovation
7 days ago
Winnipeg, Manitoba, Canada Neo Financial Full timeTransforming financial services requires a team of passionate and dedicated professionals who can drive growth, engagement, and innovation.About Neo FinancialWe're a rapidly expanding tech startup building a more rewarding financial experience for all Canadians. Our vision is to revolutionize the way people manage their finances, and we're looking for...
-
Financial Consultant
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you attract, nurture and grow relationships with high-value personal and small business clients by adding value in the moments that matter to them. You provide clients with proactive, professional advice and collaborate with RBC partners to help clients with their...
-
Specialty Claims Consultant
3 weeks ago
Winnipeg, Manitoba, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking a talented Claims Consultant, Specialty to join our growing Specialty Claims team. This role offers the perfect blend of challenge and opportunity for a seasoned professional looking to make a meaningful impact.About the RoleWe're looking for an experienced Claims Consultant, Specialty who can handle complex...
-
Winnipeg, Manitoba, Canada Westoba Credit Union Full timeAt Westoba Credit Union, we're looking for a Financial Consultant Trainee to join our team. This role is ideal for individuals who are passionate about building long-term relationships with members and promoting the credit union in the community.Key Responsibilities:BUILD STRONG RELATIONSHIPS WITH MEMBERS AND COLLEAGUESCONTRIBUTE TO THE GROWTH OF WESTOBA'S...
-
Senior Financial Strategist
4 weeks ago
Winnipeg, Manitoba, Canada CL Chartered Professional Accountant Ltd. Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at CL Chartered Professional Accountant Ltd. The ideal candidate will have a strong background in financial management and a proven track record of developing and implementing effective financial strategies.Key ResponsibilitiesDevelop and implement financial strategies to...
-
Insurance Sales Professional
6 days ago
Winnipeg, Manitoba, Canada western financial Full timeAbout Western FinancialWe are Canada's largest insurance providers, with over 220 locations across the country and a team of more than 2,100 dedicated professionals. Our company is anchored in our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty, which guide our actions every day.Job OverviewThis role offers the opportunity to directly impact...
-
Strategic Financial Leader
6 days ago
Winnipeg, Manitoba, Canada CL Chartered Professional Accountant Ltd. Full timeJob SummaryWe are seeking a highly experienced Strategic Financial Leader to join our team at CL Chartered Professional Accountant Ltd.About the RoleThe CFO will oversee all financial aspects of the organization, ensuring efficient allocation of resources and effective implementation of organizational policies and programs. This includes allocating material,...
-
Financial Professional
3 weeks ago
Winnipeg, Manitoba, Canada Manitoba Government Full timeFinancial Leadership OpportunitiesAs a prominent employer in our province, the Manitoba Government offers a diverse range of financial roles across various sectors and services, supporting the needs of Manitobans. These positions involve financial planning, analysis, accounting, and auditing, with the goal of advancing strategic objectives and overall...
-
Claims Consultant, Specialty Expert
1 month ago
Winnipeg, Manitoba, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a highly skilled Claims Consultant, Specialty to join our growing Specialty Claims team.This role involves investigating and maintaining complex defence and coverage claims in Specialty Lines, managing class actions and extraordinary matters, and collaborating with Underwriting to drive business development.As a Claims Consultant,...
-
Financial Accountant
4 weeks ago
Winnipeg, Manitoba, Canada CL Chartered Professional Accountant Ltd. Full timeWe are seeking a highly skilled Financial Accountant to join our team at CL Chartered Professional Accountant Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial...
-
Financial Accountant
4 weeks ago
Winnipeg, Manitoba, Canada CL Chartered Professional Accountant Ltd. Full timeWe are seeking a highly skilled Financial Accountant to join our team at CL Chartered Professional Accountant Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and...
-
Senior Financial Strategist
4 weeks ago
Winnipeg, Manitoba, Canada CL Chartered Professional Accountant Ltd. Full timeJob Summary: We are seeking a highly skilled Senior Financial Strategist to join our team at CL Chartered Professional Accountant Ltd. The ideal candidate will have a strong background in financial management and a proven track record of developing and implementing effective financial strategies.Key Responsibilities:Develop and implement financial strategies...
-
Prosperous Financial Consultant
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob Opportunity OverviewRoyal Bank of Canada is seeking a talented Financial Planner to manage and grow a portfolio of mass affluent clients. This role offers a unique opportunity for professionals who are passionate about holistic financial planning and delivering world-class advice and solutions.Key Responsibilities:As a Financial Planner, you will provide...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled Financial Planning Consultant to join our team in Winnipeg, MB. As an RBC Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for clients and work closely with internal partners to drive business growth.
-
Financial Services Professional
1 week ago
Winnipeg, Manitoba, Canada Westoba Credit Union Full timeWestoba Credit Union: A Leader in Financial ServicesWe are seeking a talented Financial Consultant Trainee to join our team at Westoba Credit Union. As a dynamic and growth-oriented organization, we offer a unique opportunity for individuals to develop their skills and advance their careers in the financial services industry.About the Role:This role is...
-
Financial Management Professionals
4 weeks ago
Winnipeg, Manitoba, Canada Shelter Canadian Properties Limited Full timeAt Shelter Canadian Properties Limited, we employ designated accountants in various positions to provide financial management of our corporate assets and property management activities, including two publicly-traded entities.We offer opportunities for accounting, budgeting, and financial professionals at all levels of our organization.Senior-level accounting...
-
Financial Support Professional
6 days ago
Winnipeg, Manitoba, Canada Randstad Full timeAccounting Assistant Job OpportunityWe are seeking an experienced Accounting Assistant to join our team at a reputable company in downtown Winnipeg. The ideal candidate will have strong organizational skills, a keen eye for detail, and a passion for working with numbers.Key responsibilities include maintaining accurate financial records, preparing financial...