Senior Financial Advisor

3 weeks ago


Whitby, Canada Scotiabank Full time
About the Role

Key Responsibilities

  • Develop and implement comprehensive financial plans to meet customer needs and goals.
  • Provide expert advice and guidance on financial products and services to customers.
  • Nurture long-term relationships with customers to drive business growth and customer satisfaction.
  • Meet and exceed sales targets by delivering exceptional customer experiences and providing tailored financial solutions.

Requirements

  • Proven ability to build strong customer relationships and drive business growth.
  • Strategic mindset to develop personalized financial strategies and solutions.
  • Strong communication and interpersonal skills to effectively engage with customers and colleagues.
  • Relevant certifications and licenses, including Mutual Funds and CIFP Diploma.

What We Offer

  • A collaborative and innovative work environment that fosters growth and development.
  • A competitive compensation and benefits package that rewards high performance.
  • Opportunities for career advancement and professional development through training and mentorship.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that values and respects all employees.

Location(s): Canada: Ontario: Multiple locations

Scotiabank is an equal opportunities employer and welcomes applications from diverse candidates. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



  • Whitby, Canada Scotiabank Full time

    {"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At 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 expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve financial stability. In this...


  • Whitby, Canada Scotiabank Full time

    {"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At 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 expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve financial stability. In this...


  • Whitby, Canada Scotiabank Full time

    At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. This role requires a proactive approach to understanding customer needs, educating customers on financial strategies, and building long-lasting relationships.About the RoleKey Responsibilities:Discover customer needs and provide expert advice on financial planning.Educate...


  • Whitby, ON, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled 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 by providing expert advice and guidance on a range of financial products and services.Key ResponsibilitiesDevelop and implement comprehensive...


  • Whitby, ON, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled 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 by providing expert advice and guidance on a range of financial products and services.Key ResponsibilitiesDevelop and implement comprehensive...


  • Whitby, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.Key ResponsibilitiesDevelop and implement...


  • Whitby, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.Key ResponsibilitiesDevelop and implement...


  • Whitby, ON, Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to excellence, you will work closely with clients to understand their needs and develop personalized financial strategies.Key...

  • Financial Advisor

    2 weeks ago


    Whitby, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...


  • Whitby, Canada Finlink Group Full time

    Senior Financial AnalystWe are seeking an experienced professional for the position of Senior Financial Analyst on behalf of our client, Finlink Group. This role offers the opportunity to advance your career beyond the confines of a traditional desk job.Key Responsibilities:Develop and maintain financial models and forecasts to inform business...


  • Whitby, Canada Finlink Group Full time

    Senior Financial AnalystWe are seeking an experienced professional for the position of Senior Financial Analyst on behalf of our client, Finlink Group. This role offers the opportunity to advance your career beyond the confines of a traditional desk job.Key Responsibilities:Develop and maintain financial models and forecasts to inform business...


  • Whitby, Canada Scotiabank Full time

    Join 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 commitment to diversity and inclusion and a performance-oriented culture that...


  • Whitby, Canada Mary Brown Chicken Full time

    Job Title: Finance Vice-PresidentAt Mary Brown Chicken, we are seeking an experienced Finance Vice-President to lead our financial strategy and drive business growth.Key Responsibilities:Develop and implement financial plans to achieve organizational objectivesLead the establishment of major departments and associated senior staff positionsCoordinate the...

  • Insurance Advisor

    2 months ago


    Whitby, Canada Optima Communications International Inc. Full time

    {"title": "Licensed Insurance Advisor", "description": "Unlock Your Potential as a Licensed Insurance AdvisorAre you looking for a stable and rewarding career in insurance? Do you enjoy helping people make informed decisions about their insurance needs?As a Licensed Insurance Advisor at Optima, you will be part of a supportive team environment dedicated to...

  • Insurance Advisor

    2 months ago


    Whitby, Canada Optima Communications International Inc. Full time

    {"title": "Licensed Insurance Advisor", "description": "Unlock Your Potential as a Licensed Insurance AdvisorAre you looking for a stable and rewarding career in insurance? Do you enjoy helping people make informed decisions about their insurance needs?As a Licensed Insurance Advisor at Optima, you will be part of a supportive team environment dedicated to...


  • Whitby, Canada Scotiabank Full time

    Requisition ID: 179631 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Whitby, Canada Mary Brown Chicken Full time

    At Mary Brown Chicken, we are seeking a Senior Financial Strategist to lead our financial operations and drive business growth. The ideal candidate will have a Bachelor's degree and 3-5 years of experience in finance. Key responsibilities include allocating resources, authorizing department establishment, coordinating regional work, and representing the...


  • Whitby, Canada The Mason Group Inc Full time

    Controller And Senior Manager Consolidations Employment Type Permanent Location Whitby, Ontario Apply SHARE THIS JOB Job Description: Our client is a leader in their sector and adding a Controller to the corporate office team. The Controller is they key financial resource and advisor supporting the business unit. As a member...

  • Outside Sales Advisor

    5 months ago


    Whitby, Canada Limcan Heating & Air Conditioning Full time

    Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with customersSpecific...


  • Whitby, Canada Optima Communications International Inc. Full time

    Insurance Professional OpportunityAre you looking for a stable and rewarding career in insurance? Optima Communications International Inc. is seeking a Licensed Insurance Advisor to join our team.As a Licensed Insurance Advisor at Optima, you will be part of a supportive team environment dedicated to providing high-quality customer experiences. With over 30...