Expert Financial Strategist
3 weeks ago
At Scotiabank, we are seeking a skilled Expert Financial Strategist to join our team. As a key member of our financial services team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
As an Investment Planning Specialist, you will focus on providing trusted financial advice to clients regarding their investments and retirement planning. You will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
The ideal candidate will have experience in financial planning and investment sales, successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation, and be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
As a Financial Services Advisor, you will be responsible for promoting the development and sustainable growth of proprietary investment business in the assigned market area. You will work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.
For more information, please visit our website at https://www.scotiabank.com.
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Commercial Account Strategist
2 weeks ago
Williams Lake, Canada Hub International Canada West ULC (Canada West) Full timeAt HUB International Canada West ULC, we are seeking a Commercial Account Strategist to promote our full suite of insurance products and services. As a recognized global leader, we provide customers with all lines of coverage and support our producers with best-in-class research tools and programs. Our Sales Enablement team continuously provides timely...
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Strategic Financial Advisor
1 month ago
Williams Lake, British Columbia, Canada Scotiabank Full timeRole OverviewAs 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. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
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Financial Planner
6 months ago
Williams Lake, Canada Scotiabank Full timeRequisition ID: 200745 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
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Financial Planner
1 month ago
Williams Lake, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
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Personal Banker
1 month ago
Williams Lake, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionJob SummaryWe are seeking a highly skilled and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for providing exceptional customer service, building and maintaining relationships with customers, and promoting Bank products and services.Key ResponsibilitiesDevelop and deepen customer relationships...
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Corporate Controller
1 week ago
Williams Lake, Canada Red Tomato Pies Ltd Full timeAbout the RoleWe are seeking a highly skilled Corporate Controller to join our team at Red Tomato Pies Ltd. As an integral member of our management structure, you will play a crucial role in overseeing the financial and operational aspects of our business.Key Responsibilities
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Senior Marketing Strategist
2 weeks ago
Niagara-on-the-Lake, Ontario, Canada Vintage Hotels Full timeVintage Hotels is seeking a talented Senior Marketing Strategist to lead our marketing efforts and drive business growth. The ideal candidate will have a strong understanding of market research and analysis, as well as experience in developing effective communication strategies.The Marketing Director - Leadership Role at Vintage Hotels is responsible for...
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Personal Banker
1 month ago
Williams Lake, Canada The Toronto-Dominion Bank (Canada) Full timeDescription : Customers. This role also develops and deepens customer relationships and retains existing relationships by understanding customer's financial needs and providing suitable financial solutions. It identifies opportunities to promote Bank products and services to customers, and/or refer them to appropriate team member or internal Bank...
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Financial Services Advisor
2 weeks ago
MEADOW LAKE, Canada Royal Bank of Canada Full timeAs a Financial Services Advisor at the Royal Bank of Canada, you will play a vital role in helping clients achieve their financial goals. Your key responsibilities will include providing expert advice on banking, credit, and investment services, identifying sales and referral opportunities, and building strong relationships with clients.Key...
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Customer Engagement Associate
2 weeks ago
Williams Lake, Canada Scotiabank Full timeAbout the RoleAs a Customer Experience Associate at Scotiabank, you are the face of our branches. We put our customers first, and our priority is to help them achieve their financial goals.Our Customer Experience Associates are people-centric and connect with customers in a relatable way. The focus is to provide exceptional service throughout the customer's...
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Financial Services Specialist
4 weeks ago
Meadow Lake, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a talented individual to fill the role of Banking Advisor at Royal Bank of Canada. As a Banking Advisor, you will have the opportunity to work with a diverse range of clients, providing personalized support and guidance to help them achieve their financial goals.Key ResponsibilitiesProactively engage with clients to understand their...
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Client Relationship Expert
2 weeks ago
Lake Louise, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a Client Relationship Expert to join our team at Royal Bank of Canada. In this role, you will be responsible for delivering exceptional client service and building strong relationships with clients in our branches.Key ResponsibilitiesProactively engage with clients to understand their needs and preferencesDeliver personalized...
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Personal Banker
4 weeks ago
Williams Lake, Canada TD Full timeLieu de travail :Williams Lake, Colombie-Britannique, CanadaHoraire :37.5Secteur d'activité :Services bancaires personnels et commerciauxDétails de la rémunération :n/a - n/a CADLa TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des...
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Data Analytics Expert
1 week ago
Elliot Lake, Canada BMO Full timeBMO Financial Group is seeking a talented Data Analytics Expert to join our team. In this role, you will utilize advanced algorithms and technologies to analyze large data sets, design predictive models, and drive business decisions.Key ResponsibilitiesDevelop and implement advanced analytical algorithms and technologies to mine and analyze large data...
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Customer Experience Associate Contract
4 weeks ago
Williams Lake, Canada Scotiabank Full timeRequisition ID: 210177Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...
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Client Service Representative
2 months ago
Sylvan Lake, Canada ATB Financial Full timeAt ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...
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Financial Advisor
5 months ago
Elliot Lake, Canada Scotiabank Full timeRequisition ID: 196373 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
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Retail Sales Manager
4 weeks ago
Lake Louise, Canada Stone's Jewellery Ltd Full timeJob Title: Retail Sales Manager - Asset Language ExpertJob Summary: We are seeking a highly motivated and experienced Retail Sales Manager to join our team at Stone's Jewellery Ltd. The successful candidate will be responsible for managing sales teams, developing sales strategies, and maintaining customer relationships.Key Responsibilities:Manage sales teams...
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Senior Marketing Strategist
1 week ago
Niagara-on-the-Lake, Ontario, Canada Vintage Hotels Full timeJob DescriptionWe are seeking an experienced Marketing Director to join our team at Vintage Hotels. As a key member of our marketing department, you will play a crucial role in driving business growth and developing effective marketing strategies.About the RoleThis is a permanent full-time position working 40 hours per week.The ideal candidate will have 3...
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Accounting Professional
3 weeks ago
Niagara-on-the-Lake, Ontario, Canada ONTARIO INC. Full timeAccounting and Financial ExpertiseWe are seeking a skilled accounting and financial expert to join our team. The successful candidate will be responsible for managing the company's financial resources, including ledgers and budgets. This is a challenging role that requires strong analytical and problem-solving skills. Key Responsibilities:Manage the...