Senior Financial Advisor

14 hours ago


Oakville, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a Senior Financial Advisor to join our team at Scotiabank, where you will play a key role in helping our customers achieve their financial goals.

What We Offer

  • A competitive compensation package, including a salary range of $80,000 - $120,000 per year, depending on experience and qualifications.
  • A comprehensive benefits package, including health, dental, and vision coverage, as well as a retirement savings plan.
  • Ongoing training and development opportunities to help you advance your career and stay up-to-date with industry trends.
  • The opportunity to work in a dynamic and inclusive team environment, where you will have the chance to collaborate with colleagues from diverse backgrounds and expertise.

Job Description

Key Responsibilities:

  • Taking a proactive approach to discovering customer needs and providing expert advice to help them achieve their financial goals.
  • Educating customers on relevant insights and strategies to make informed financial decisions.
  • Developing and implementing comprehensive plans to help customers achieve their long-term financial objectives.
  • Nurturing strong relationships with customers to build trust and loyalty.
  • Meeting and exceeding sales targets by delivering exceptional customer service and building strong partnerships with customers.

Requirements:

  • A Mutual Funds licence and completed CIFP Diploma.
  • The appetite and drive to build strong customer relationships and deliver exceptional results.
  • A strategic mindset to develop personalized financial strategies that meet customer needs.
  • The ability to work in a fast-paced environment and adapt to changing priorities.

About Scotiabank

Scotiabank is a leading bank in Canada, committed to making a difference in our communities through our business practices and community investments. We value diversity and inclusion, and are committed to creating a workplace that reflects the diversity of our customers and the communities we serve.



  • Oakville, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank in Oakville, Ontario, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals. With a focus on providing expert advice and personalized service, you will be a key member of our team.Job DescriptionWe are seeking a highly motivated and...

  • Top Financial Advisor

    4 weeks ago


    Oakville, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Top Financial Advisor to join our team at BMO. As a Senior Banker, you will be responsible for delivering exceptional service to customers and prospects, identifying their needs, and providing advice and guidance on financial solutions.


  • Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals through proactive discovery of their needs and expert advice....


  • Oakville, Ontario, Canada Fengate Asset Management Full time

    About the RoleFengate Asset Management is seeking a highly skilled Senior Financial Analyst to join its Infrastructure Funds financial reporting team. This is an excellent opportunity for a motivated individual to work in a fast-paced environment and develop a deep understanding of infrastructure private equity funds.Key ResponsibilitiesCollaborate closely...

  • Financial Advisor

    6 days ago


    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs a Financial Advisor at RBC Dominion Securities, you have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive resources and guidance, you can establish yourself as a trusted advisor in the industry.About the Role:You will work closely with high-net-worth...


  • Oakville, Ontario, Canada National Bank Full time

    Senior Wealth Associate Job DescriptionAt National Bank, we are seeking a Financial Portfolio Manager Lead to join our team in Oakville, Ontario. As a key member of our Wealth Management department, you will be responsible for leading the development and implementation of financial portfolio strategies.**Job Overview**We offer a competitive salary range of...


  • Oakville, Ontario, Canada Fengate Asset Management Full time

    Job SummaryWe are seeking a highly motivated Senior Financial Analyst to support the launch and ongoing management of our Private Markets Fund. The successful candidate will play a critical role in overseeing fund operations, performing financial analysis, maintaining fund models, and contributing to comprehensive reporting efforts.Key Responsibilities:Plan,...


  • Oakville, Ontario, Canada Sun Life Full time

    Unlock Your Potential with a Rewarding CareerAs a Sun Life Financial Advisor, you'll have the opportunity to build a successful business and help clients achieve their financial goals.Salary: $80,000 - $120,000 per year, depending on performance and experience.Job Description:You will be responsible for growing your business by prospecting within your...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients. You will be fully supported by internal partners, who will send client referrals your way.ResponsibilitiesProvide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.Acquire and...


  • Oakville, Ontario, Canada Manulife Insurance Malaysia Full time

    Job SummaryWe are seeking an experienced Senior Agricultural Business Development Manager to join our team at Manulife Wealth. This is a key role that will focus on building and maintaining strong relationships with advisors, managing internal departmental processes, and fostering collaboration with internal stakeholders.About the RoleThe successful...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    About the RoleAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to grow your business while helping clients achieve their financial goals. You will be responsible for building and maintaining client relationships, creating customized investment plans, and providing expert financial advice.About UsRoyal Bank of Canada is a leading...


  • Oakville, Ontario, Canada Fengate Asset Management Full time

    Fund Operations and Finance ExpertiseFengate Asset Management seeks a highly skilled Senior Financial Analyst to support the launch and ongoing management of the Private Markets Fund. As a key member of the team, you will oversee fund operations, perform financial analysis, maintain fund models, and contribute to comprehensive reporting efforts.This role...


  • Oakville, Ontario, Canada Bank of Montreal Full time

    Job DescriptionAs a Financial Advisor for High Net Worth Clients, you will play a key role in managing client relationships and driving business growth. Your primary responsibility will be to evaluate clients' personal and investment needs, creating tailored solutions that align with their financial goals.The ideal candidate will have 4-6 years of experience...


  • Oakville, Ontario, Canada IFG - International Financial Group Full time

    IFG - International Financial Group is a well-established company in the West end seeking an experienced Corporate Financial Specialist for an initial three-month period.This position involves reporting to the Manager, Financial Reporting and requires strong technical knowledge of IFRS. The ideal candidate will have at least 3 years accounting/finance...


  • Oakville, Ontario, Canada IFG - International Financial Group Full time

    Our client, IFG - International Financial Group, a well-established company in the West end is seeking a skilled Financial Consultant for an initial three-month period. As a key member of the Accounting Team, you will report to the Manager, Financial Reporting and contribute to the team's success.This position involves monthly financial reporting and...


  • Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Lead Financial Strategist to join our team at Scotiabank. As a Senior Financial Advisor, you will play a crucial role in helping customers achieve their financial goals.ResponsibilitiesBuild strong customer relationships by taking a proactive approach to understanding their needs and providing expert advice.Develop...


  • Oakville, Ontario, Canada Gutmann North America Full time

    Gutmann North America is seeking a highly skilled Senior Corporate Financial Strategist to join our team. As a key member of our financial leadership group, you will play a critical role in driving the company's financial growth and success.Job SummaryThe successful candidate will have a strong background in financial planning and analysis, with experience...


  • Oakville, Ontario, Canada Canada Inc. Full time

    Job DescriptionWe are seeking a Senior Financial Director to join Canada Inc.About the RoleThis is a permanent position working 42.5 hours per week.The ideal candidate will have a Bachelor's degree and 1 year to less than 2 years of experience in finance.ResponsibilitiesOversee the collection and analysis of financial data to inform business decisions.Assign...

  • Senior Tax Manager

    1 week ago


    Oakville, Ontario, Canada MAUSER Full time

    Job DescriptionAt MAUSER, we are seeking a highly skilled Senior Tax Manager to join our Financial Services team.About the Role:We are looking for an experienced tax professional with a strong background in management roles of tax and finance to lead our Canadian tax operations.The ideal candidate will have excellent technical skills, broad tax knowledge,...


  • Oakville, Ontario, Canada Hexagon AB Full time

    We're seeking a Senior Financial Operations Manager for our Oakville, Canada location. At Hexagon AB, we help industrial manufacturers develop disruptive technologies and life-changing products.Description:Our global footprint and advanced tools provide a strong foundation for success.The Senior Financial Operations Manager assists the Regional Controller...