Financial Services Professional

4 weeks ago


Markham, Ontario, Canada Scotiabank Full time

Requisition ID: 208899

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor in our York Commercial Banking Centre, you'll play a key role in providing exceptional service and building strong relationships with our customers.

About the Role

Key Responsibilities:
Proactively discover customer needs and provide relevant insights and expert advice
Build comprehensive plans to help customers achieve their goals
Nurture strong, long-standing relationships with customers
Develop and retain branch business by delivering against individual and team sales goals

Requirements:
The ability to build strong customer relationships and deliver excellent customer service
Proven ability to meet and exceed sales targets in a fast-paced environment
Mutual Funds licence and working towards the CIFP Diploma

What We Offer:
A competitive compensation and benefits package
Opportunities for career growth and development
A collaborative team environment with a focus on innovation and customer satisfaction

Location(s): Canada : Ontario : Markham

Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We value diversity and inclusion, and are committed to creating an accessible environment for all employees and customers.



  • Markham, Ontario, Canada Cheng-Chung Yu Professional Corporation Full time

    Job OverviewCheng-Chung Yu Professional Corporation is seeking a highly skilled Senior Financial Management Professional to join our team.Estimated Salary: $60,000 - $80,000 per yearJob Description:The successful candidate will be responsible for maintaining and balancing various accounts using manual and computerized bookkeeping systems. This includes...


  • Markham, Ontario, Canada JinXi Financial Full time

    About JinXi FinancialJinXi Financial is a leading financial institution dedicated to providing top-notch services to its clients.Salary RangeThe estimated salary for this position ranges from $60,000 to $80,000 per year, depending on location and experience.Job DescriptionAs a Mortgage Officer at JinXi Financial, you will play a crucial role in helping...


  • Markham, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full time

    At ASHISH PATEL PROFESSIONAL CORPORATION, we are seeking a highly skilled Financial Planning and Accounting Professional to join our team.The ideal candidate will have a strong background in accounting and financial planning, with the ability to analyze complex financial data and develop strategic plans to drive business growth.Key Responsibilities:Identify...


  • Markham, Ontario, Canada KRP LLP Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Professional to join our team at KRP LLP.Key ResponsibilitiesIdentify clients' financial goals and objectivesPlan, set up and administer accounting systemsSupervise staff and provide trainingRequirementsBachelor's degree in a relevant field2 years of experience in a similar roleChartered...


  • Markham, Ontario, Canada JinXi Financial Full time

    Job Title: Mortgage OfficerAbout the RoleWe are seeking a skilled Mortgage Officer to join our team at JinXi FinancialKey ResponsibilitiesApprove or reject loan applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and...

  • Financial Analyst

    4 weeks ago


    Markham, Ontario, Canada SAK Professional Full time

    Job DescriptionSAK Professional is seeking a highly skilled Financial Analyst to join our team. As a key member of our accounting department, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key ResponsibilitiesAnalyze financial statements and reports to identify areas for...

  • Financial Analyst

    4 weeks ago


    Markham, Ontario, Canada SAK Professional Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at SAK Professional. As a key member of our accounting department, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key ResponsibilitiesAnalyze financial statements and reports to identify areas for...


  • Markham, Ontario, Canada JinXi Financial Full time

    Job OverviewWe are seeking a skilled Mortgage Officer to join our team at JinXi Financial. As a mortgage expert, you will play a crucial role in helping clients achieve their financial goals.About the RoleThe successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and providing...


  • Markham, Ontario, Canada SAK Professional Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team at SAK Professional.About the RoleThis is a permanent position offering a competitive salary range of $70,000 - $90,000 per year, depending on experience. The successful candidate will be responsible for managing balance sheets and profit/loss statements, planning, setting up, and...


  • Markham, Ontario, Canada JinXi Financial Full time

    JinXi Financial is seeking a skilled Mortgage Officer to join our team.The ideal candidate will have 2 years of experience in a fast-paced environment with a large caseload, and be able to work under pressure with attention to detail.Responsibilities:Approve or reject loan applicationsAssist clients with financial objectives such as business expansion, debt...


  • Markham, Ontario, Canada Scotiabank Full time

    Requisition ID: 208696At Scotiabank, we are seeking a Financial Services Professional to join our team. As a Financial Advisor, Investment & Retirement Planning, you will be a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective...


  • Markham, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full time

    Accounting ProfessionalWe are seeking an experienced Accounting Professional to join our team at ASHISH PATEL PROFESSIONAL CORPORATION. The ideal candidate will have a strong background in accounting and financial planning, with a focus on providing exceptional service to our clients.Key Responsibilities:Identify clients' financial goals and objectivesManage...

  • Financial Accountant

    4 weeks ago


    Markham, Ontario, Canada SAK Professional Full time

    Job Title: Financial AccountantJob Summary: We are seeking a highly skilled Financial Accountant to join our team at SAK Professional. As a Financial Accountant, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and training staff.Key Responsibilities:Identify clients' financial goals...


  • Markham, Ontario, Canada SAK Professional Full time

    Job DescriptionWe are seeking a highly skilled Financial Management Specialist to join our team at SAK Professional.About the RoleThis permanent position offers a competitive salary of $60,000 - $80,000 per year, depending on experience. As a Financial Management Specialist, you will be responsible for managing balance sheets and profit/loss statements,...


  • Markham, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking an experienced Junior Accountant to join our team in handling reconciliations, bank reconciliations, daily data inputs, and assisting with audits. Additionally, the role involves managing cash payments.Reconciliation of financial statements and accountsBank statement reconciliationDaily data entry and maintenanceAudit...


  • Markham, Ontario, Canada Williams & Partners Chartered Professional Accountants LLP Full time

    Williams & Partners Chartered Professional Accountants LLP is seeking a skilled Junior Accountant to join our team in a challenging role.About the Role:We are looking for an ambitious accounting professional with a strong educational background and excellent analytical skills to support our financial statement audit and advisory services. As a Junior...


  • Markham, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full time

    At ASHISH PATEL PROFESSIONAL CORPORATION, we are seeking an experienced Accounting Professional to join our team. As a key member of our accounting department, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and planning, setting up, and administering accounting systems.The...


  • Markham, Ontario, Canada Jiong Gao Professional Corporation Full time

    Job SummaryWe are seeking a highly skilled Accounting Professional to join our team at Jiong Gao Professional Corporation. As a key member of our accounting department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesMaintain general...

  • Financial Accountant

    2 weeks ago


    Markham, Ontario, Canada Jiong Gao Professional Corporation] Full time

    Overview of the Role:Jiong Gao Professional Corporation is seeking an experienced Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, managing accounts payable and receivable, and preparing financial statements.Key Responsibilities:Maintain accurate and up-to-date financial records, including...

  • Financial Bookkeeper

    4 weeks ago


    Markham, Ontario, Canada Jiong Gao Professional Corporation Full time

    Job DescriptionWe are seeking a highly skilled Financial Bookkeeper to join our team at Jiong Gao Professional Corporation. As a key member of our accounting team, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Prepare...