Financial Services Professional

7 days ago

Timmins, Ontario, Canada Scotiabank Full time

About the Role

As a Financial Advisor, Investment & Retirement Planning, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

Key Responsibilities

  • Be passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
  • Be highly engaged, educating customers, providing relevant insights, and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Requirements

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Ability to cultivate strong relationships with customers, peers, and partners.

What's in it for You?

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
  • Ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture where we value and recognize our employees' contributions.
  • An organization committed to making a difference in our communities – for you and your customers.

  • Financial Services Professional

    1 day ago

    Timmins, Ontario, Canada 2628340 Ontario Inc Full time

    Job Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to join our team at 2628340 Ontario Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...

  • Financial Services Professional

    1 day ago

    Timmins, Ontario, Canada 2628340 Ontario Inc Full time

    Job Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to join our team at 2628340 Ontario Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...

  • Financial Services Professional

    1 week ago

    Timmins, Ontario, Canada 2628340 Ontario Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Manager to join our team at 2628340 Ontario Inc. As a key member of our organization, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and driving revenue growth.Key...

  • Financial Services Professional

    8 hours ago

    Timmins, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Deliver exceptional customer service by taking a proactive approach to understanding customer needs and providing expert advice.Educate customers on relevant financial products and services, and help them build comprehensive plans to achieve their goals.Nurture strong, long-standing relationships with customers and...

  • Financial Services Professional

    6 hours ago

    Timmins, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Deliver exceptional customer service by taking a proactive approach to understanding customer needs and providing expert advice.Educate customers on relevant financial products and services, and help them build comprehensive plans to achieve their goals.Nurture strong, long-standing relationships with customers and...

  • Financial Services Professional

    7 days ago

    Timmins, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and wealth management strategies.Work closely with customers to create comprehensive financial plans that meet their individual needs.Identify and pursue business...

  • Financial Services Professional

    1 week ago

    Timmins, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on investment and wealth management strategies.Work closely with customers to create comprehensive financial plans that meet their individual needs.Identify and pursue business...

  • Senior Financial Services Professional

    3 days ago

    Timmins, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe 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, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship Building: Develop and...

  • Senior Financial Services Professional

    3 days ago

    Timmins, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleWe 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, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Relationship Building: Develop and...

  • Senior Financial Professional

    7 days ago

    Timmins, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Job DescriptionBaker Tilly Canada Cooperative is a leading provider of accounting and financial services to businesses and organizations in Northern Ontario. We are seeking a highly skilled and experienced Senior Accountant to join our team.Key ResponsibilitiesLead year-end planning and coordination with clients to ensure timely and accurate financial...

  • Senior Financial Professional

    1 week ago

    Timmins, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Job DescriptionBaker Tilly Canada Cooperative is a leading provider of accounting and financial services to businesses and organizations in Northern Ontario. We are seeking a highly skilled and experienced Senior Accountant to join our team.Key ResponsibilitiesLead year-end planning and coordination with clients to ensure timely and accurate financial...

  • Senior Financial Professional

    3 days ago

    Timmins, Ontario, Canada Baker Tilly Full time

    Baker Tilly SNT is a locally owned full-service accounting firm in Northern Ontario with offices in various locations. We are uniquely structured to provide you with local partner leadership and accountability supported by both national and international resources. Baker Tilly SNT has more than 100 staff serving over 3,000 clients in diverse fields in the...

  • Senior Financial Professional

    3 days ago

    Timmins, Ontario, Canada Baker Tilly Full time

    Baker Tilly SNT is a locally owned full-service accounting firm in Northern Ontario with offices in various locations. We are uniquely structured to provide you with local partner leadership and accountability supported by both national and international resources. Baker Tilly SNT has more than 100 staff serving over 3,000 clients in diverse fields in the...

  • Senior Financial Professional

    3 days ago

    Timmins, Ontario, Canada Baker Tilly Canada Full time

    About Baker Tilly CanadaBaker Tilly Canada is a leading provider of accounting and business advisory services. Our team of experts is dedicated to helping clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing high-quality financial...

  • Senior Financial Professional

    3 days ago

    Timmins, Ontario, Canada Baker Tilly Canada Full time

    About Baker Tilly CanadaBaker Tilly Canada is a leading provider of accounting and business advisory services. Our team of experts is dedicated to helping clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing high-quality financial...

  • Cleaning Professional

    3 days ago

    Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...

  • Cleaning Professional

    3 days ago

    Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...

  • Cleaning Professional

    6 days ago

    Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...

  • Cleaning Professional

    6 days ago

    Timmins, Ontario, Canada Reliable Cleaning Services Full time

    About Reliable Cleaning ServicesWe are a reputable cleaning services company seeking a skilled and detail-oriented individual to join our team as a Cleaning Professional. As a Cleaning Professional, you will be responsible for maintaining a clean and safe environment for our clients.Job SummaryWe are looking for a reliable and hardworking individual to work...

  • Financial Services Specialist

    3 days ago

    Timmins, Ontario, Canada 2789590 Ontario Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at 2789590 Ontario Inc. as a key member of our financial services department.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment...