Strategic Financial Planner and Business Growth Specialist
4 weeks ago
Scotiabank is a leading bank in the Americas, guided by its purpose "for every future" to help its customers, their families, and communities achieve success through a range of advice, products, and services.
Estimated SalaryRanging from $60,000 to $120,000 per annum, depending on experience and qualifications.
Job DescriptionAs a Senior Financial Advisor at Scotiabank, your primary role will be to build strong customer relationships by proactively discovering their needs, educating them on relevant insights, and providing expert advice. You will develop comprehensive plans using a holistic approach to help customers achieve their goals and nurture long-standing relationships.
You will also be responsible for developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.
Required Skills and QualificationsTo succeed in this role, you will need:
- A Mutual Funds licence and completed CIFP Diploma.
- The ability to meet and exceed sales targets in a fast-paced environment that aligns with a customer's stated goals.
- 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.
Scotiabank offers a range of benefits, including:
- A competitive compensation and benefits package.
- Opportunities for professional growth and development through internal training and coaching.
- A collaborative and inclusive work environment.
- Recognition and rewards for high-performance.
This role is based in Ottawa, Ontario, Canada.
At Scotiabank, we value diversity and inclusion and are committed to creating an accessible environment for all employees. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.
-
Strategic Financial Planner
2 weeks ago
Ottawa, Ontario, Canada Minto Group Full timeFinancial Analyst Role OverviewMinto Group is a leading real estate company that values innovation, teamwork, and employee growth. As a strategic financial planner, you will be responsible for supporting the Operations team by designing and executing performance analysis to improve operating efficiency.
-
Strategic Business Growth Officer
1 week ago
Ottawa, Ontario, Canada GS FINANCIAL SERVICES Full timeCompany OverviewGS Financial Services is a leading provider of financial solutions, committed to delivering exceptional service and fostering business growth in rural and urban areas.Job SummaryWe are seeking a highly motivated Strategic Business Growth Officer to join our team. As a key member of our development team, you will play a crucial role in...
-
Financial Services Planner
1 month ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the OpportunityWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Planner in the Greater Ottawa Area.As a Financial Services Planner, you will have the opportunity to work independently while maintaining access to a multi-disciplinary team and qualified experts.You will receive financial backing to...
-
Strategic Leader for Business Growth
2 weeks ago
Ottawa, Ontario, Canada Hill & Knowlton Ltd. Full timeJob SummaryWe are seeking a seasoned Strategic Leader for Business Growth to lead our Ottawa market and team of industry-leading professionals in public affairs, communications, and advisory services.About the RoleLead and inspire a high-performing team to drive growth and success in our businessDevelop and execute new business growth strategies and external...
-
Strategic Promotions Planner
2 weeks ago
Ottawa, Ontario, Canada Giant Tiger Full timeAt Giant Tiger, we're looking for a skilled Pricing and Promotions Planner to drive our promotional strategies and achieve financial goals.Key Responsibilities:Develop and execute promotional planning roadmaps.Plan and oversee weekly and multi-week promotional campaigns.Collaborate with stakeholders to provide pricing and promotional strategy...
-
Strategic Client Growth Specialist
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeUnlock Your Potential in a Dynamic RoleWe are seeking a highly skilled Strategic Client Growth Specialist to join our team in Canada.As a key member of our Business Development/Early Career Education Specialist (ECES) team, you will play a pivotal role in driving business growth and expanding our presence in the Canadian market.The ideal candidate will have...
-
Strategic Business Development Expert
2 weeks ago
Ottawa, Ontario, Canada GS FINANCIAL SERVICES Full timeJob DescriptionWe are seeking a highly skilled Strategic Business Development Expert to join our team at GS Financial Services.Key Responsibilities:Develop and implement business plans to promote industrial and commercial investment in rural and urban areas.Administer programs to foster economic growth, including venture capital development and market...
-
Strategic Financial Growth Consultant
20 hours ago
Ottawa, Ontario, Canada Meridian Credit Union Ltd Full time**Job Overview:**Meridian Credit Union Ltd is seeking a highly skilled Strategic Financial Growth Consultant to join our team. This role requires a strong background in wealth management, excellent communication skills, and a customer-centric approach.**Responsibilities:**Deliver Exceptional Service: Provide personalized advice-based services to members,...
-
Strategic Wealth Management Specialist
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeJob OverviewWe are seeking a talented Strategic Wealth Management Specialist to join our team at Scotiabank. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned...
-
Strategic Financial Specialist
4 weeks ago
Ottawa, Ontario, Canada Algonquin College of Applied Arts and Technology Full timeCorporate Planning AdministratorAbout the Role:The College is seeking a highly skilled and detail-oriented Corporate Planning Administrator to join their team. As a key member of the Corporate Budgeting department, the successful candidate will be responsible for supporting the ongoing maintenance of the cloud-based financial and enrolment planning software...
-
Pricing and Promotions Planner
1 month ago
Ottawa, Ontario, Canada Giant Tiger Full timeAt Giant Tiger, we're seeking a talented Pricing and Promotions Planner to join our dynamic team. As a key player in our promotional planning roadmap, you'll drive impactful campaigns and deliver strategic growth.Giant Tiger Offers:Competitive SalaryFlexible Work ArrangementProfit SharingHealth and Dental BenefitsLinkedIn Learning LicenseTuition...
-
Strategic Business Transformation Specialist
1 week ago
Ottawa, Ontario, Canada Protak Consulting Group, Inc. Full timeJob Title: Strategic Business Transformation SpecialistOttawa-based Protak Consulting Group Inc. is seeking an experienced Senior Business Consultant to lead new and ongoing projects with the federal government. This contract opportunity offers a unique chance to drive business transformation and growth.Job OverviewWe are looking for a skilled professional...
-
Strategic Business Growth Advisor
1 week ago
Ottawa, Ontario, Canada Venture Kel Inc Full timeAbout Venture Kel IncWe are a dynamic and forward-thinking company looking for a skilled Strategic Business Growth Advisor to join our team.Job SummaryThis is a permanent, hybrid position requiring 30 hours of work per week. The ideal candidate will have a Master's degree and 3-4 years of experience in business consulting.ResponsibilitiesEvaluate and develop...
-
Pricing and Promotions Planner
4 weeks ago
Ottawa, Ontario, Canada Giant Tiger Full timeAt Giant Tiger, we're seeking a skilled Pricing and Promotions Planner to drive our promotional planning roadmap and deliver impactful campaigns. As a key member of our team, you'll play a pivotal role in shaping our promotional strategies to achieve our financial goals.Giant Tiger Offers:Giant Tiger Store DiscountWork Your Way Flexible hybrid work...
-
Strategic Business Optimization Specialist
1 week ago
Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full timeJob DescriptionWe are seeking an experienced Strategic Business Optimization Specialist to join our team at Renaud Consulting IM/IT Solutions.About the JobThis is a key position that requires a seasoned professional with expertise in strategic business optimization, financial management systems, and enterprise transformation. The successful candidate will...
-
Strategic Partnership Manager
1 week ago
Ottawa, Ontario, Canada Hewlett Packard Enterprise Full timeJob OverviewAt Hewlett Packard Enterprise, we are committed to driving innovation and growth through strategic partnerships. As a Strategic Partnership Manager, you will play a key role in accelerating business growth by developing and executing partnership strategies that drive revenue, profitability, and pipeline growth.Responsibilities:Develop and execute...
-
Strategic Business Growth Specialist
1 week ago
Ottawa, Ontario, Canada General Dynamics UK Full timeCompany OverviewWe are General Dynamics Mission Systems–Canada, a company dedicated to creating technology solutions that drive innovation and progress.About the RoleWe are seeking an experienced Business Development Manager to join our team in Canada. This is a full-time position that offers a competitive salary of $120,000 - $150,000 per annum, depending...
-
Ottawa Financial Planner Position
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeEffective client relationships are the core of our business. As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you will be focused on investment sales and new client...
-
Strategic Agency Growth Manager
1 week ago
Ottawa, Ontario, Canada XpertReach Full timeCompany OverviewXpertReach is a leading company in the industry, committed to delivering exceptional results.Job DescriptionWe are seeking an experienced Agency Support Specialist to join our team. The successful candidate will be responsible for developing and implementing strategies to optimize Agency Models across geographies, segments, and products. This...
-
Strategic Financial Planning Specialist
4 weeks ago
Ottawa, Ontario, Canada Algonquin College of Applied Arts and Technology Full timeCorporate Planning AdministratorJob Summary:The successful candidate will play a key role in supporting the ongoing maintenance of the College's cloud-based financial and enrolment planning software system, Workday Adaptive Planning. This position requires strong analytical and coordination skills, as well as the ability to maintain standards for efficiency...