Strategic Financial Advisor
1 month ago
With Scotiabank, a leading bank in the Americas, you'll have the opportunity to work with a purpose-driven organization that helps its customers achieve success.
About the Opportunity:
We're seeking a talented and enthusiastic Financial Consultant, Regional Accounts to join our team. As a key member of our team, you'll be responsible for reengaging clients and promoting the MD offering best suited to their needs.
Your Key Responsibilities:
- Connect with clients virtually, by phone and by email to conduct discovery conversations and foster engagement relative to the MD Financial Management and Scotiabank offerings.
- Build rapport and trusted relationships with MD clients through active listening, responding to queries, and developing an appreciation of what's important to them.
The Requirements:
- You must hold a University degree in business, commerce or equivalent degree related to the practice of financial planning.
- IIROC Licensed as a Registered Representative (RR), will also consider IR licensed.
- At minimum, the Canadian Securities Course & Conduct & Practices Handbook is required.
- Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License Qualification Program (LLQP) (all other provinces).
- Demonstrated working knowledge of financial planning and financial services.
The Ideal Candidate:
- A commitment to delivering exceptional client experiences consistently.
- A desire to learn and further your knowledge.
- The ability to work independently and as part of a broader team.
- A high level of comfort with technology to support virtual meetings.
About Scotiabank:
As one of Canada's largest banks, Scotiabank offers a broad range of advice, products and services including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Salary Range:
$80,000 - $120,000 per annum, depending on experience.
-
Strategic Financial Growth Advisor
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a Strategic Financial Growth Advisor to join our team at Scotiabank in Ottawa, Canada.The successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. A key aspect of this role is providing investment and financial planning advice to...
-
Strategic Benefits Advisor
1 month ago
Ottawa, Ontario, Canada People Corporation Full timeUnlock Your Potential as a Strategic Benefits AdvisorWe are seeking an experienced Strategic Benefits Advisor to join our dynamic team at People Corporation.About the Role:We offer a competitive salary of $85,000 - $110,000 per year, commensurate with experience.As a Strategic Benefits Advisor, you will be responsible for providing consulting services to and...
-
Senior Financial Portfolio Manager
1 month ago
Ottawa, Ontario, Canada co-operators Financial Services Full timeAs a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...
-
Career Opportunity: Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeOverview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...
-
Senior Financial Services Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the OpportunityWe are seeking a Senior Financial Services Advisor to join our team in Canada. As a key member of our banking network, you will be responsible for providing exceptional service to our customers.Job ResponsibilitiesCustomer Service: Proactively discover customer needs, listen actively, and educate them on relevant financial...
-
Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full timeEcivda Financial Planning Boutique is a client-centric financial planning firm seeking a dynamic individual to support its principal partners and advisory staff.About UsWe are a strong growing industry leader in financial planning and advice, committed to innovative solutions, community involvement, and philanthropy. Our team enjoys giving back and embracing...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeJob OverviewWe are seeking a Senior Financial Advisor to join our team in Ottawa, Canada. As a key member of our Canadian Banking Branch network, you will play a vital role in providing exceptional service to our customers.
-
Strategic Change Management Advisor
4 weeks ago
Ottawa, Ontario, Canada NewFound Recruiting Full timeWe are seeking a highly experienced Strategic Change Management Advisor to join our team at NewFound Recruiting.About UsNewFound Recruiting is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to age, race, colour, national origin, sex, gender, sexual...
-
Ottawa, Ontario, Canada Regional Group Full timeAbout the OpportunityWe are seeking a seasoned Senior Financial Analyst to join our team at Regional Group. As a trusted advisor, you will collaborate closely with the Director of Investments and Analytics to drive strategic business decisions.Key Responsibilities:Create and maintain a comprehensive cash flow model for all assigned projects, ensuring...
-
Compensation Advisor
3 days ago
Ottawa, Ontario, Canada TD Bank Full timeTD Bank is seeking a highly skilled Compensation Advisor to join our team in Toronto, Ontario. As a key member of the Global Total Rewards Group, you will play a critical role in designing and delivering custom rewards solutions that align with strategic business requirements.**Job Overview**The Compensation Advisor will be responsible for providing expert...
-
Strategic Technology Advisor
3 days ago
Ottawa, Ontario, Canada Amdocs Full timeAmdocs is seeking a talented Strategic Technology Advisor to join their team. This role offers an exciting opportunity to make a significant impact on customer success and business growth.About the RoleThe ideal candidate will have over 5 years of experience consulting in enterprise-level technology transformation programs, particularly in the telecom...
-
Ottawa, Ontario, Canada Scotiabank Full timeJob DescriptionWe are seeking a skilled Financial Planner to join our team in Ottawa, Canada.About the RoleThis is a fantastic opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new client acquisition, as well as establishing business...
-
Ottawa, Ontario, Canada Employment and Social Development Canada Full timeJob SummaryWe are seeking a highly skilled Strategic Legal Advisor and Communications Specialist to provide legal and communications advice to the Chief Justice of Canada and the Executive Legal Officer.
-
Strategic Financial Director
1 month ago
Ottawa, Ontario, Canada iCAD Dental Full timeJob Description:A highly strategic and experienced leader is sought by iCAD Dental to lead our finance and administration department as a Strategic Financial Director. Reporting directly to the CEO, you will play a crucial role in shaping the company's financial future.About the Role:We are looking for a seasoned executive with 5+ years of experience in...
-
Strategic Business Consultant
3 days ago
Ottawa, Ontario, Canada Randstad Full timeWe are seeking a Strategic Business Consultant to join our team at Randstad. As a Virtual Business Advisor, you will play a crucial role in helping clients achieve their short-term and long-term business goals by understanding their financial needs and identifying opportunities to deepen the relationship.This is not a traditional sales role, but rather a...
-
Strategic Financial Director
1 month ago
Ottawa, Ontario, Canada Government of Canada - Central Full timeJob DescriptionWe are seeking an experienced Strategic Financial Director to join our team at the Government of Canada - Central. This is a key leadership role that requires strong financial management skills and experience in strategic planning.About the RoleThis senior leadership position is responsible for providing strategic financial guidance to the...
-
Ottawa, Ontario, Canada First Nations Financial Management Board Full timeJob DescriptionAs a Senior Legal Advisor for Indigenous Financial Governance, you will play a crucial role in supporting the First Nations Financial Management Board (FMB) in its mission to provide financial management and governance services to First Nations communities. This position requires an experienced legal professional with expertise in Indigenous...
-
Financial Career Professional
3 weeks ago
Ottawa, Ontario, Canada Sun Life Financial Full timeAbout the Role:">As a Financial Advisor with Sun Life Financial, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life. This is a purpose-driven career that allows you to make an impact in your community by providing advice and implementing recommendations.About the...
-
Strategic Planning Advisor
1 month ago
Ottawa, Ontario, Canada NewFound Recruiting Full timeJob OverviewWe are seeking an experienced Strategic Planning Advisor to join our team at NewFound Recruiting. This is a 6-month contract position that requires strong planning and analytical skills.Salary & BenefitsThe salary for this position is estimated to be around $90,000 per annum, based on industry standards and location.Job ResponsibilitiesThe...
-
Ottawa, Ontario, Canada Raymond James Financial Full timeNational Director IFS OpportunityRaymond James Ltd., a leading independent investment dealer in Canada, is seeking an experienced leader to fill the role of National Director IFS. This position offers a unique chance for a seasoned professional to join our team and contribute to the growth and development of our organization.**About the Role:**The National...