Financial Services Expert

3 weeks ago


Toronto, Ontario, Canada Scotiabank Full time
Senior Financial Advisor

About the Role

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping customers achieve their financial goals. Your expertise will be essential in delivering exceptional service and providing personalized financial advice to our clients.

Key Responsibilities

• Proactively identify customer needs and develop tailored financial solutions
• Educate customers on relevant financial products and services
• Build strong relationships with customers through a holistic approach to financial planning
• Collaborate with the Canadian Banking Branch network to drive sales growth and customer satisfaction

Requirements

• Strong understanding of financial services and products
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets
• Mutual Funds license and completed CIFP Diploma

What We Offer

• Opportunity to work with a leading bank in the Americas
• Competitive compensation and benefits package
• Collaborative team environment with opportunities for growth and development
• Recognition and rewards for high performance

  • Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario Full time

    Job SummaryWe are seeking a highly skilled Regulatory Expert Lead to join our team at the Financial Services Regulatory Authority of Ontario. This is an exciting opportunity to lead and contribute to quantitative and qualitative research, development, and assessments to support departmental initiatives.About the RoleThe successful candidate will provide...


  • Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario Full time

    Job OverviewWe are seeking a Regulatory Expert Leader to join our team at the Financial Services Regulatory Authority of Ontario. In this role, you will provide specialist and subject matter expertise to the development and implementation of regulatory directives, supervisory practices, and assessments.Key ResponsibilitiesProvide direction and interpretation...


  • Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Care Insurance & Financial LTD. is seeking a skilled Financial Planning Expert to join our team.Job SummaryThe successful candidate will be responsible for collecting and analyzing financial information, preparing reports and recommendations for clients, and providing expert advice on investment opportunities.We are looking for an individual with a strong...


  • Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Job OverviewCARE INSURANCE & FINANCIAL LTD. is seeking an experienced Financial Markets Expert to join our team.


  • Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario Full time

    Job SummaryIn this key leadership role, you will oversee a team of subject matter experts in assessing the effectiveness of credit unions' and Ontario-incorporated insurance companies' non-financial resilience. Your expertise will be instrumental in shaping rules and guidance, articulating supervisory practices, and developing training programs for the...


  • Toronto, Ontario, Canada Scotiabank Full time

    We are seeking a Financial Services Expert to join our team at Scotiabank. As a Financial Services Expert, you will be responsible for providing exceptional service to our customers, connecting with them in a relatable way, and building strong relationships.Our ideal candidate will have a proven ability to meet and exceed sales targets, uncover and solve for...

  • Compliance Expert

    2 weeks ago


    Toronto, Ontario, Canada Momentum Financial Services Group_new Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading financial services organization committed to delivering exceptional services to its clients. With a strong focus on regulatory compliance, we are seeking a highly skilled Compliance Expert to join our team.Job SummaryWe are looking for a seasoned Compliance Expert to...


  • Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job DescriptionWe are seeking a highly skilled Director of Compliance to join our Legal Group at Momentum Financial Services Group.The successful candidate will be responsible for developing, enhancing, implementing, and maintaining key areas of the regulatory compliance management program. This includes consumer protection and privacy, ensuring we meet the...


  • Toronto, Ontario, Canada Neilson Financial Services Full time

    Life Insurance Sales Advisor OpportunityWe are currently seeking a highly skilled and driven Full-Time Life Insurance Sales Advisor to join our growing Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.About the Role:You will leverage our product...


  • Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.


  • Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial services in North America. For decades, we've been committed to delivering innovative solutions that meet the evolving needs of consumers and business owners.Job OverviewWe are seeking an exceptional Associate General Counsel to join our team. This...


  • Toronto, Ontario, Canada CMLS Financial Full time

    About CMLS FinancialCMLS Financial is a leading provider of capital solutions for commercial property owners, developers, and real estate investors. Established in 1974, we have over 50 years of experience, serving 30,000 clients with $35 billion in assets under administration. Our offices are coast to coast, and we partner with prominent banks, investment...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Expert to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Demonstrate empathy and kindness in all interactions with colleagues and...


  • Toronto, Ontario, Canada CI Financial Full time

    OverviewCI Financial is a leading independent company offering global wealth management and asset management advisory services through diverse financial services firms. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors.


  • Toronto, Ontario, Canada University Health Network Full time

    Supporting Revenue and Cash Flow MaximizationThe Financial Services Expert plays a key role in managing patient and/or client billing and collection to maximize revenue and cash flow in a high-volume, fast-paced department responsible for billing and collection.Main Responsibilities:* Ensure the efficient management of patient and/or client billing and...


  • Toronto, Ontario, Canada Synpulse Schweiz AG Full time

    Company OverviewSynpulse Schweiz AG is a global transformation partner elevating its clients in the financial sphere with tailor-made solutions, every step of the way. With offices worldwide and valued partnerships with numerous large financial institutions, Synpulse provides end-to-end services to clients from strategic planning to managed services.The...


  • Toronto, Ontario, Canada Iris Software Inc. Full time

    About Iris Software Inc.Iris Software Inc. is a leading provider of information technology solutions to clients nationwide.Our company prides itself on reliability, technical expertise, and a history of successfully completed projects for clients ranging from mid-sized to Fortune 1000 companies.Job DescriptionWe are seeking an experienced Financial Services...


  • Toronto, Ontario, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're passionate about helping people, businesses, and society prosper in good times and be resilient in bad times. As a Customer Service and Support Expert, you'll be part of a dynamic team that delivers exceptional customer experiences.We're seeking a skilled and enthusiastic individual to join our team at the Intact...


  • Toronto, Ontario, Canada Momentum Financial Services Group_new Full time

    About the RoleMomentum Financial Services Group_new is seeking a seasoned professional to fill the role of Collections Dialing Expert. This position is responsible for overseeing and optimizing dialing and messaging strategies and technologies used in the collections process.Key Responsibilities:Dialer Management: Oversee the configuration, maintenance, and...


  • Toronto, Ontario, Canada NP Financial Full time

    About NP FinancialNP Financial is a reputable financial services company seeking a skilled Software Technical Support Expert to join our team.Salary and BenefitsWe offer a competitive salary of $45,000 - $65,000 per year, depending on experience. Our benefits package includes comprehensive health insurance, paid time off, and opportunities for career growth...