Current jobs related to Small Business Financial Advisor - Richmond Hill, Ontario - Scotiabank

  • Sun Life Financial Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Sun Life Full time

    Unlock your potential as a Sun Life financial advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Take control of your life and...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...

  • Financial Advisor

    9 hours ago

    Richmond Hill, Ontario, Canada Sun Life Full time

    Unlock Financial IndependenceSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a financial advisor, you will have the opportunity to build your own business and enjoy financial independence.About the RoleThis is a unique opportunity to take control of your life and determine your own success. You will receive...

  • Sun Life Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Sun Life Full time

    Build a successful business with Sun Life as a financial advisor. Enjoy financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Key benefits include:Be in charge of your own business and income...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-centric 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 and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-centric 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 and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to...

  • Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Co-operators Full time

    Company Overview:Co-operators is a leading insurance company that offers a range of financial solutions to Canadians.Job Summary:We are seeking a highly motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing your own insurance agency and building strong relationships with clients in the...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled 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 by:Developing and maintaining strong relationships with customers to understand their financial needs and goalsProviding expert...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled 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 and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to discovering customer needs and...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled 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 and helping them achieve their financial goals.Key ResponsibilitiesTake a proactive approach to discovering customer needs and...

  • Senior Financial Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping customers achieve their financial goals. Your expertise in financial planning and wealth management will enable you to provide personalized advice and solutions to customers, building strong relationships and driving business growth.Key ResponsibilitiesDevelop and...

  • Senior Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleRole OverviewWe are looking for a skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesCustomer Relationship BuildingFinancial Planning and AdviceSales and Business DevelopmentCustomer Retention and...

  • Senior Financial Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    Requisition ID: 206046At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities:Take a proactive approach to understanding customer needs and providing...

  • Financial Services Leader

    4 weeks ago

    Richmond Hill, Ontario, Canada Co-operators Full time

    Financial Advisor OpportunityCo-operators is seeking a highly motivated and entrepreneurial-minded Financial Advisor to join our team. As an exclusive Financial Advisor, you will be responsible for managing your own insurance agency with the full support of our established company.Key Responsibilities:Prospect and acquire new clients to discuss risk...

  • Senior Financial Advisor

    1 month ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.Key Responsibilities:Develop and...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.Key Responsibilities:Develop and...

  • Investment Advisor

    4 weeks ago

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

    Unlock Your Potential as an Investment Advisor at RBCAre you a self-motivated individual with a passion for financial planning and portfolio management? Do you thrive in a fast-paced environment where no two days are the same? If so, we may have the perfect opportunity for you.About the RoleAs an Investment Advisor at RBC, you will have the opportunity to...

  • Financial Services Professional

    1 week ago

    Richmond Hill, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Financial Services ProfessionalWe're seeking a skilled Financial Services Professional to join our team at CIBC. As a member of our Imperial Service Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses.Key Responsibilities:Provide administrative and client support to seek business...

  • Commercial Banking Advisor

    5 days ago

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

    Job SummaryWe are seeking a highly skilled Commercial Banking Advisor to join our team at Royal Bank of Canada. This role offers a unique opportunity to develop and maintain strong relationships with business clients, providing them with expert advice and solutions to meet their financial needs.As a Commercial Banking Advisor, you will be responsible for...

Small Business Financial Advisor

2 months ago

Richmond Hill, Ontario, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled and customer-centric Business Development Specialist 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 small business clients and helping them achieve their financial goals.

Key Responsibilities

  • Manage a portfolio of high-value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard
  • Create a strong presence within the local business community by developing relationships with various Centres of Influence
  • Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses
  • Partner with fellow advisors to create a customer-centric environment

Requirements

  • You possess a results-oriented attitude and have sound knowledge of the small business market, including the features and benefits of small business products and services
  • You demonstrate excellent business development techniques and are conversant with small business legal structures and life cycles, competitor offerings and alternate sources of financing
  • You have good organizational skills and are flexible to adapt to a constantly changing environment
  • You are a strong relationship builder and communicator, and enjoy meeting people and are proficient at collaborating with others
  • You have an education in a business-related discipline or equivalent work experience as a small business owner
  • Valid driver's license and access to a reliable vehicle

What We Offer

  • The opportunity to join a forward-thinking company with the ability to collaborate with other business lines within the bank
  • A rewarding career path with diverse opportunities for professional development
  • A competitive compensation and benefits package
  • Internal training to support your growth and enhance your skills
  • An organization committed to making a difference in our communities, for you and our customers