Strategic Financial Consultant
1 month ago
Job Summary:
We are seeking a skilled Professional Financial Services Expert to join our team at National Bank. In this role, you will work closely with clients to provide personalized financial planning and advice, helping them achieve their life goals through the development of their financial plan.
Key Responsibilities:
- Develop and implement effective financial plans that meet the unique needs and objectives of clients
- Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
- Provide exceptional client service and support, ensuring the application of quality of service and operational quality standards
- Stay up-to-date with changing customer needs and trends, offering adapted solutions and an extraordinary customer experience
- Collaborate with the team to achieve business goals and objectives
About the Role:
As a Senior Professional Advisor, you will be responsible for a portfolio of clients in the Barrie/Collingwood/Midland region. You will work closely with the Financial Planners Manager and the team to provide comprehensive financial planning and advice.
Requirements:
- Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
- Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
- Mutual Fund Representative (MFR) Licence
- Portfolio management experience with business development objectives to achieve
- Good team player and have a collaborative spirit
What We Offer:
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plans.
About Us:
National Bank is a leading financial institution that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We are committed to inclusivity and accessibility, and we want to offer an accessible, barrier-free workplace to all employees.
-
Strategic Financial Director
4 weeks ago
Barrie, Ontario, Canada ONTARIO INC. Full timeOntario Inc. is a leading organization in the financial sector, and we are seeking a highly skilled Strategic Financial Director to join our team.The salary for this position is estimated to be between $120,000 and $180,000 per year, depending on experience.Job Description:We are looking for a strategic financial director who can lead our company's financial...
-
Strategic Financial Operations Manager
2 weeks ago
Barrie, Ontario, Canada Ilssimcoe Full timeJob OverviewThe Strategic Financial Operations Manager plays a crucial role in driving business growth and success at Ilssimcoe, with a focus on financial planning, analysis, and optimization. This senior-level position requires exceptional leadership skills, strategic thinking, and the ability to drive results-oriented initiatives.About UsIlssimcoe is a...
-
Strategic Financial Operations Specialist
4 weeks ago
Barrie, Ontario, Canada Ilssimcoe Full timeJob OverviewThis Strategic Financial Operations Specialist role is an exciting opportunity to join Ilssimcoe as a key member of the team, providing expert financial analysis and operations support. Reporting to the Director, Corporate Administration & Finance, you will play a critical role in driving business growth and ensuring financial stability.
-
Senior Financial Consultant
2 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Consultant at Scotiabank, you will play a pivotal role in helping our customers achieve their financial goals.We are seeking a highly skilled and customer-centric professional to join our team. If you have a passion for delivering exceptional service and building long-lasting relationships, we want to hear from you!This is...
-
Strategic Financial Solutions Expert
1 month ago
Barrie, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team of financial experts. As a key member of our Canadian Banking Branch network, you'll be responsible for providing exceptional service to our customers and delivering personalized financial strategies to help them achieve their goals.What You'll Be Doing:Building strong customer...
-
Financial Controller
1 week ago
Barrie, Ontario, Canada Executrade – Your Recruitment Specialists Full timeExecutive Financial Leadership OpportunityWe are seeking an experienced and results-driven Financial Controller to join our team at Executrade – Your Recruitment Specialists in Barrie, Ontario. This role offers a unique chance to leverage your financial expertise and leadership skills to drive business growth and success.About the RoleThe Financial...
-
Strategic Financial Advisor
4 weeks ago
Barrie, Ontario, Canada City of Barrie Full timeEnhance Your Career in Municipal FinanceThe City of Barrie is a vibrant and growing community, with a strong focus on quality of life and connections. Our community values its heritage, nature, and opportunities for growth. As a Strategic Financial Advisor, you will play a key role in supporting the Finance Department's goal of delivering exceptional...
-
Senior Financial Services Consultant
4 weeks ago
Barrie, Ontario, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as a Senior Financial Services ConsultantRBC Dominion Securities Inc. is seeking experienced professionals who can help high net worth individuals, families, business owners, and foundations achieve their financial goals.About the RoleWe are looking for someone with 4-6 years of outbound sales experience who can thrive in a...
-
Senior Financial Planning Manager
2 weeks ago
Barrie, Ontario, Canada TD Full timeAt TD, we take pride in offering a comprehensive compensation package that reflects our commitment to helping our colleagues and their families achieve their goals.The estimated salary for this role is $108,800 - $163,200 CAD per year, plus potential commission earnings and base pay tied to local minimum wage.About the RoleWe are seeking a seasoned Senior...
-
Strategic Human Resources Manager
4 weeks ago
Barrie, Ontario, Canada Nexim healthcare consultants Inc Full timeWe are seeking an experienced and skilled Strategic Human Resources Manager to join our team at Nexim healthcare consultants Inc.The successful candidate will have a solid understanding of human resources principles and practices, with a focus on strategic planning and execution. They will be responsible for administering staff consultation and grievance...
-
Strategic Resource Coordinator
4 weeks ago
Barrie, Ontario, Canada Smoke's Poutinerie Full timeOverviewIn this senior role at Alberta Inc, you will oversee the strategic allocation of resources to drive organizational success. Reporting directly to the executive team, you will play a crucial part in implementing policies and programs that align with the company's objectives.Job SummaryWe are seeking an experienced operations manager to join our team....
-
Director of Operations and Strategic Growth
4 weeks ago
Barrie, Ontario, Canada FAIRFIELD INN & SUITES MARRIOTT BARRIE Full timeThe Director of Operations and Strategic Growth is a pivotal role at Fairfield Inn & Suites Marriott Barrie, overseeing the implementation of organizational policies and programs. This position requires exceptional leadership skills, with the ability to allocate resources effectively and make strategic decisions.Job SummaryWe are seeking an experienced Hotel...
-
Strategic Financial Advisor Opportunity
2 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're committed to making a difference in our communities and helping our customers achieve their financial goals.About the RoleThis is an exciting opportunity for a skilled Financial Planner/Licensed Financial Advisor to join our diverse and inclusive organization. As a key member of our team, you will be responsible for building strong...
-
Strategic Sales Director
4 weeks ago
Barrie, Ontario, Canada The Breakfast Group Full timeThe Breakfast Group is seeking a highly skilled Strategic Sales Director to lead our sales team in building strong relationships with business clients and negotiating sales contracts.About the RoleAs a Strategic Sales Director, you will be responsible for allocating resources, coordinating regional work, establishing objectives, and representing the...
-
Strategic Operations Director
4 weeks ago
Barrie, Ontario, Canada Holiday Inn Express & Suites Barrie Full timeJoin Holiday Inn Express & Suites Barrie as a Strategic Operations Director and take on the challenge of leading our operations team.We are seeking an experienced Operations Manager to oversee the daily activities of our hotel. As a key member of our management team, you will be responsible for ensuring seamless day-to-day operations and driving business...
-
Financial Operations Lead
1 week ago
Barrie, Ontario, Canada Executrade – Your Recruitment Specialists Full timeExecutrade – Your Recruitment Specialists is seeking an experienced and motivated Financial Controller to join their team in Barrie, Ontario.The successful candidate will be responsible for the daily operations of the accounting department, maintaining accurate financial records, overseeing internal controls, and producing timely financial reports.Key...
-
Barrie, Ontario, Canada Elder Tree Montessori Full timeAre you a results-driven leader with a passion for strategic operations management?About the RoleElder Tree Montessori seeks an experienced Strategic Operations Director to join our team.This is a permanent, 35 hours per week position that requires a strong focus on organizational performance and productivity. The ideal candidate will have a proven track...
-
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada seeks an exceptional Executive Financial Advisor to join our team in Barrie. As a key ambassador for our Personal and Commercial Banking division, you will play a pivotal role in developing and maintaining relationships with high-value clients across the Midland, Collingwood, Wasaga Beach, Orillia, and North Barrie...
-
Strategic Operations Director
4 weeks ago
Barrie, Ontario, Canada Holiday Inn Express & Suites Barrie Full timeThe Strategic Operations Director is a pivotal role at Holiday Inn Express & Suites Barrie, where you will be responsible for implementing organizational policies and programs.With 2 years to less than 3 years of experience in a similar position, you will oversee the allocation of resources, including material, human, and financial. You will also coordinate...
-
Financial Risk Management Professional
1 week ago
Barrie, Ontario, Canada MNP Full timeAt MNP, we're committed to helping individuals overcome financial challenges and achieve stability. Our Consumer Insolvency team is seeking a skilled Estate Manager to join our ranks.We offer a competitive salary of $70,000 - $90,000 per year, plus opportunities for bonuses and career advancement. As an Estate Manager, you'll play a critical role in...