Senior Financial Advisor
4 weeks ago
Discover a challenging and rewarding career opportunity as a Senior Financial Advisor with Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional customer service and building strong relationships with our clients.
Key Responsibilities:- Take a proactive approach to understanding customer needs and provide personalized financial solutions.
- Develop and implement comprehensive financial plans to help clients achieve their goals.
- Nurture long-standing relationships with clients and exceed sales targets.
- Stay up-to-date with industry trends and regulatory requirements.
Requirements:
- Strong customer service skills and the ability to build rapport with clients.
- A strategic mindset and the ability to develop personalized financial strategies.
- Proven ability to meet and exceed sales targets in a fast-paced environment.
- Mutual Funds licence and completed CIFP Diploma.
What We Offer:
- A competitive compensation and benefits package.
- Ongoing training and development opportunities to support your growth and advancement.
- A collaborative and innovative team environment.
- The opportunity to make a positive impact on the lives of our clients and our communities.
Join Scotiabank and discover a career that is both challenging and rewarding. Apply today to become a Senior Financial Advisor and start building a successful future.
-
Strategic Financial Director
3 weeks ago
Old Toronto, Canada financial-advisor Full timeWe are seeking a seasoned Chief Financial Officer to spearhead our financial strategy and drive the overall success of the organization. The ideal candidate will possess exceptional leadership skills, a deep understanding of financial regulations, and the ability to foster a culture of excellence within the finance team.The successful CFO will be responsible...
-
Financial Strategy Leader
6 days ago
Old Toronto, Canada financial-advisor Full timeWe are seeking a seasoned Financial Strategy Leader to serve as a key member of our executive team and play a crucial role in shaping the financial strategy and overall success of our organization.Develop long-term financial forecasts and budgets, monitoring performance against financial targets and providing actionable insights for informed...
-
Salesforce Solutions Architect
3 weeks ago
Old Toronto, Canada financial-advisor Full timeCompany OverviewWe are a financial-advisor company that provides collaborative money management platforms to small businesses. Our mission is to increase the success rate of these businesses by revolutionizing traditional banking practices.
-
Senior Financial Strategist
3 weeks ago
Old Toronto, Canada BMO Financial Group Full timeAbout the Role:We are seeking a Senior Financial Strategist to join our team at BMO Financial Group. This is a senior leadership role that requires expertise in financial management and strategic planning.Job Summary:The Senior Financial Strategist will be responsible for developing and implementing financial strategies that align with the company's goals...
-
Old Toronto, Canada Personal Choice Financial Advisors, LLC Full timeWe are seeking a Chief Financial Officer to serve as a key member of our executive team, playing a crucial role in shaping the financial strategy and overall success of Personal Choice Financial Advisors.Responsibilities:Financial Planning and Analysis: Prepare long-term financial forecasts and budgets, monitoring performance against financial...
-
Financial Advisor
6 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Financial Advisor
6 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Senior Financial Advisor
4 weeks ago
Old Toronto, Canada Scotiabank Full timeAchieve success with Scotiabank as a Senior Financial Advisor, where you will help customers build their futures by providing expert advice and guidance. Your proactive approach will enable you to discover customer needs and deliver personalized financial strategies.About the roleDevelop a deep understanding of customer needs and preferences.Educate...
-
Senior Financial Strategist
3 weeks ago
Old Toronto, Canada Personal Choice Financial Advisors, LLC Full timeWe are seeking an exceptional Senior Financial Strategist to join our team at Personal Choice Financial Advisors, LLC. This is a full-time opportunity for a highly skilled and experienced professional to lead our financial operations and drive business growth.Job Summary:To oversee all financial aspects of the company, provide strategic guidance, and ensure...
-
Senior Financial Planning Advisor
6 days ago
Old Toronto, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, driven by its purpose: 'for every future.'We help our customers, their families and their communities achieve success through a broad range of advice, products and services.About the OpportunityWe are seeking an experienced Senior Financial Advisor to join our team in Canada. This role offers a competitive...
-
Bilingual Financial Advisor
6 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Senior Financial Advisor
2 days ago
Toronto, Canada Jefferies Full timeAbout Jefferies:We are a leading investment bank with a presence in Toronto, committed to delivering exceptional financial advisory services to our clients.Role Overview:This role offers the opportunity to work as a Senior Financial Advisor in our Toronto team, where you will be responsible for executing and advising on transactions across multiple...
-
Senior Advisor, Credit Risk Oversight
2 months ago
Toronto, Canada IA Financial Group Full timeDescription The Senior Advisor, Credit Risk Oversight, will be responsible for developing, implementing, and maintaining the credit risk management framework. This role includes overseeing credit underwriting and adjudication processes. The Senior Advisor will collaborate with various stakeholders across the organization to develop and implement...
-
Financial Advisor
6 months ago
Toronto, Canada Desjardins Financial Security Independent Network - ON Central Full timeFinancial Security Advisor Trainee Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Financial Advisor Assistant
6 months ago
Toronto, Canada Raymond James Financial, Inc. Full time**Financial Advisor Assistant** - 2400963 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...
-
Financial Advisor
22 hours ago
Toronto, Canada Desjardins Financial Security Independent Network - ON Central Full time**Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Senior Financial Advisor- Downtown Toronto, ON
6 months ago
Old Toronto, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Financial Advisor- Downtown Toronto, ON Requisition ID: 201913Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior Financial AdvisorAt...
-
Senior Financial Advisor
6 months ago
Old Toronto, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Financial Advisor - Midtown Toronto, ON Requisition ID: 190922Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be…Senior Financial AdvisorAt Scotiabank we help...
-
Senior Financial Advisor
2 months ago
Old Toronto, Canada Scotiabank Full timeTitle: Senior Financial Advisor - Downtown, Toronto, ONRequisition ID: 208665Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a...
-
Senior Financial Advisor for Public Companies
3 weeks ago
Toronto, Ontario, Canada MNP Full timeMNP is a leading national accounting, tax and business advisory firm in Canada. As a trusted advisor, you'll provide comprehensive, tailored financial information that enables clients to make informed decisions with confidence.The Public Companies team is dedicated to exceeding clients' unique needs within a rapidly evolving business and financial reporting...