Financial Services Professional

1 day ago


Richmond Hill, Ontario, Canada Scotiabank Full time
Senior Financial Advisor Opportunity

Requisition ID: 209981

We are seeking a skilled Senior Financial Advisor to join our team at Scotiabank in Richmond Hill, ON. As a Senior Financial Advisor, you will play a crucial role in helping customers achieve their financial goals.

About the Role

Key Responsibilities:

  • Taking a proactive approach to understanding customer needs and providing personalized advice
  • Educating customers on relevant financial insights and solutions
  • Developing comprehensive plans to help customers achieve their goals
  • Nurturing strong relationships with customers
  • Driving branch business growth by delivering against sales targets and supporting a positive customer experience

Requirements:

  • A proven track record of building strong customer relationships
  • A strategic mindset to develop personalized financial strategies
  • The ability to meet and exceed sales targets in a fast-paced environment
  • A Mutual Funds licence and completed CIFP Diploma

What We Offer:

  • A competitive compensation package, including an estimated annual salary of $80,000 - $110,000, depending on experience
  • A collaborative and innovative work environment
  • Ongoing training and development opportunities
  • A chance to make a meaningful impact in the lives of our customers

Scotiabank is a leading bank in the Americas, committed to helping our customers achieve success through a broad range of advice, products, and services. If you have a passion for financial services and a drive to succeed, we encourage you to apply for this exciting opportunity.



  • Richmond Hill, Ontario, Canada MD Financial Management Full time

    At MD Financial Management, we're seeking a skilled Senior Consultant to join our team in Richmond Hill, Canada. In this exciting opportunity, you'll contribute to the success of our business strategies and objectives by providing comprehensive financial plans and investment strategies for our clients.As a Senior Consultant, your primary responsibility will...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    At Scotiabank, we're committed to helping our customers build their futures. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and support to our clients.About the RoleOur Senior Financial Advisors are customer-centric and able to connect with people in a relatable way. They take a proactive approach to discovering...


  • Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    About SRCO Professional CorporationAt SRCO Professional Corporation, we offer a unique opportunity to excel in the field of financial services. As a leading provider of accounting and financial solutions, we are dedicated to delivering exceptional results for our clients.


  • Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    Company OverviewWe are SRCO Professional Corporation, a leading financial services company dedicated to providing expert advice and solutions to our clients. Our team is passionate about delivering exceptional results and building long-term relationships.Job DescriptionAs a Senior Financial Planning Manager at SRCO Professional Corporation, you will play a...

  • Financial Analyst

    4 weeks ago


    Richmond Hill, Ontario, Canada Peregrine CPA Professional Corporation Full time

    Peregrine CPA Professional Corporation is seeking a highly skilled Financial Analyst to join their team. In this role, you will be responsible for preparing cheques for payroll, maintaining general ledgers and financial statements, posting journal entries, and preparing other statistical, financial and accounting reports.Key ResponsibilitiesCash Management:...


  • Richmond Hill, Ontario, Canada Randstad Full time

    Job Title: Financial Services Professional - Richmond HillAbout the Role:We are seeking an experienced Junior Accountant to join our team in Richmond Hill. This is a 6-month contract opportunity that offers the chance to work with a dynamic team and contribute to the success of our organization.About You:To be successful in this role, you will need to have...


  • Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full time

    Company OverviewAt RBC Dominion Securities Inc., we are committed to providing exceptional client service and building long-lasting relationships with our clients. Our team of dedicated professionals is passionate about helping individuals and families achieve their financial goals.SalaryThe estimated annual salary for this role is approximately...


  • Richmond Hill, Ontario, Canada Peregrine CPA Professional Corporation Full time

    About Peregrine CPA Professional CorporationPeregrine CPA Professional Corporation is a reputable organization seeking an experienced Accounting and Financial Operations Manager to join our team.Job DescriptionWe are looking for a skilled Accounting and Financial Operations Manager to oversee the day-to-day financial operations of our company. The ideal...


  • Richmond Hill, Ontario, Canada western financial Full time

    Job OverviewWe are seeking an experienced Insurance Sales Professional to join our team in Richmond Hill, ON. As a key member of our sales team, you will be responsible for meeting sales targets and building lasting relationships with our customers.ResponsibilitiesSome of your key responsibilities will include:Providing quotes and selling new policies to...


  • Richmond Hill, Ontario, Canada BMO Financial Group Full time

    Ce poste de Stratégiste financier expert vous offre l'opportunité de faire une différence dans la vie des clients de BMO. En tant que membre éminent de notre équipe, vous aurez pour responsabilité d'aider les individus à atteindre leurs objectifs financiers en leur fournissant des conseils et services de planification financière.Dans ce rôle, vous...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    Role OverviewWe are seeking a skilled Financial Advisor to join our Canadian Banking Branch network in Bathurst and Carrville. As an essential member of our team, you will play a key role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesCustomer-Centric ApproachEducate customers, providing...


  • Richmond Hill, Ontario, Canada HM International Consulting Limited Full time

    About HM International Consulting LimitedAt HM International Consulting Limited, we offer exciting career opportunities for experienced professionals seeking to advance their careers in the field of financial management and services.Job Summary:We are currently looking for a skilled Financial Services Manager to join our team. The ideal candidate will have...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    Company Overview:Royal Bank of Canada is a leading financial institution committed to helping our clients thrive and communities prosper.About the Role:We are seeking a highly motivated Financial Services Consultant to join our team in Toronto, Canada. This exciting opportunity offers a comprehensive salary package, including an estimated annual salary of...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    Unlock Your Potential in Commercial BankingWe are seeking a highly skilled and motivated Commercial Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our commercial banking division, you will be responsible for providing exceptional client service, building strong relationships with clients, and delivering innovative solutions...


  • Richmond Hill, Ontario, Canada Venterra Realty Full time

    At Venterra Realty, we are seeking a skilled Financial Planning and Analysis Manager to join our team. This role is responsible for maintaining a robust approach to financial management, actively engaging in all aspects of the financial forecasting process.


  • Richmond Hill, Ontario, Canada Morrison & Company Full time

    **Company Overview**Morrison & Company, a leading Northern California Agriculture Cooperative, seeks an accomplished Senior Financial Accountant to contribute to the Marketing Division.Job Summary:We are looking for a highly motivated and driven Senior Financial Accountant to join our team. As a key member of our organization, you will be responsible for...


  • Richmond Hill, Ontario, Canada BMO Financial Group Full time

    Description du poste">En tant que Spécialiste en services bancaires aux particuliers, vous jouez un rôle clé dans l'expérience client de BMO Groupe financier. Votre mission consiste à offrir des solutions personnalisées et à aider les clients à atteindre leurs objectifs financiers.Compétences et expériences requises">Nous recherchons...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    Scotiabank is seeking a highly skilled Senior Financial Consultant to contribute to the overall success of the MD Client Value Performance in Canada.This exciting opportunity involves reporting to the Regional Manager and assisting MD clients and their families in achieving their personal financial goals.The ideal candidate will leverage their years of...


  • Richmond Hill, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    Accounting RolebeBee Professionals in Richmond Hill is seeking a detail-oriented accounting professional to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    Job DescriptionWe are seeking a skilled and detail-oriented Financial Services Associate to join our team at the Royal Bank of Canada.About the RoleThis is an excellent opportunity for a motivated individual to work in a dynamic and collaborative environment, providing exceptional client service and support to our clients and Advisor team. As a key member of...