Senior Financial Strategist

1 week ago


Sudbury, Ontario, Canada Scotiabank Full time

At Scotiabank, we're committed to helping our customers achieve their financial goals.

About the Role

A Senior Financial Strategist plays a critical role in building strong customer relationships and providing expert advice to help them make informed financial decisions.

Main Responsibilities:

  • Conduct needs assessments and develop personalized financial strategies for clients
  • Educate clients on various banking products and services, including investments and borrowing solutions
  • Nurture long-term relationships with clients to drive sales growth and customer satisfaction

Requirements:

  • Strong understanding of personal finance and investment strategies
  • Ability to meet or exceed sales targets in a fast-paced environment
  • Mutual Funds license and CIFP Diploma

What We Offer:

  • A competitive compensation package, including an estimated salary range of $60,000 - $80,000 per year, depending on experience
  • A comprehensive benefits program, including health insurance, retirement savings, and paid time off
  • Opportunities for professional development and career advancement

Location: Canada: Ontario: Sudbury

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



  • Sudbury, Ontario, Canada Glencore Full time

    About XPS, a Glencore companyXPS is a licensed metallurgical engineering, technology and test services business offering industry-relevant solutions and global expertise in orebody characterization, flowsheet development, operational support, growth initiatives and asset integrity management for most commodities including gold, nickel, copper, zinc, PGEs,...


  • Sudbury, Ontario, Canada Government of Canada - Central Full time

    OverviewThe Government of Canada - Central seeks a Senior Corporate Strategist and Fiscal Leader to oversee the implementation of organizational policies and programs.Salary Range$120,000 - $180,000 per year, depending on experience.Job DescriptionIn this role, you will be responsible for allocating resources, establishing financial and administrative...


  • Sudbury, Ontario, Canada ProStitch Full time

    Job OverviewAt ProStitch, we are seeking a talented Senior Marketing Strategist to join our team. This role will be responsible for developing and implementing marketing strategies to drive business growth.CompensationThe estimated salary for this position is $55,000 - $65,000 per year, based on industry standards and the level of experience required.Job...


  • Sudbury, Ontario, Canada Green Infrastructure Partners Full time

    Job Title:Senior Health and Safety Environment StrategistCompany OverviewAt Green Infrastructure Partners (GIP), we are one of Canada's largest and fastest-growing construction companies. Our team is dedicated to designing, delivering, and maintaining infrastructure for Canada's rapidly growing cities.About the RoleWe are seeking a highly motivated and...


  • Sudbury, Ontario, Canada Challenger Motor Freight Inc Full time

    At Challenger Motor Freight Inc, we're seeking a highly skilled Senior Business Growth Strategist to join our team.We offer a competitive salary of $85,000 per annum, commensurate with experience.Job Description:The successful candidate will be responsible for driving business growth through strategic planning and execution. Key responsibilities...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Explore a challenging role at Scotiabank, where you can make an impact and build your future. Our team is driven by results, fostering an inclusive and high-performing culture.About the RoleWhat Your Responsibilities Will Be...We are seeking a customer-centric Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of our...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." We help our customers achieve success through a broad range of advice, products and services.Salary & BenefitsWe offer a competitive compensation package, including a salary of $70,000 - $100,000 per year, depending on experience. In addition to a...


  • Sudbury, Ontario, Canada IG Wealth Management Full time

    As a Senior Financial Planner with IG Wealth Management, you will provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. This role offers a unique opportunity for financial planners to receive a competitive total compensation package, including base salary, bonus, benefits, and pension, while serving existing IG...


  • Sudbury, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionAn Investment Advisor at RBC Dominion Securities will help clients achieve their financial goals while enjoying a rewarding career with unlimited earning potential. Company OverviewRBC Dominion Securities, a leading wealth management firm, offers a unique opportunity for self-motivated individuals to grow their business and make a lasting...


  • Sudbury, Ontario, Canada ENGINEERINGUK Full time

    MNP, a leading national accounting, tax and business advisory firm in Canada, is seeking a Senior Financial Analyst Lead to join our Assurance & Accounting team.Company OverviewInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. At MNP, we are dedicated to exceeding clients' unique needs within a rapidly evolving...


  • Sudbury, Ontario, Canada Intact Financial Corporation Full time

    About the RoleWe're seeking an experienced Senior Property Claims Appraiser - Major Loss Restoration Specialist to join our team in Thunder Bay and surrounding Northern Ontario area.This is a remote position reporting to our Ottawa home office, where you will be responsible for inspecting large loss sites to produce restoration, repair or replacement cost...


  • Sudbury, Ontario, Canada Royal Bank of Canada Full time

    As a seasoned Investment Advisor at RBC Dominion Securities, you'll play a pivotal role in helping high-net-worth individuals, families, and business owners achieve their financial goals.You'll leverage your exceptional people skills to build and maintain strong client relationships, driven by a passion for providing personalized planning and investment...


  • Sudbury, Ontario, Canada Natural Factors Full time

    Are you an experienced professional looking for a new challenge in academic administration? We have the perfect opportunity for you at Natural Factors. As our Associate Vice President, Faculty Support, you will play a key role in shaping the university's faculty support services.About the RoleWe are seeking a highly skilled and experienced individual to join...


  • Sudbury, Ontario, Canada Glencore Full time

    About the RoleGlencore Sudbury is seeking a Senior Financial Accountant to join our team in Greater Sudbury, Ontario. This is a full-time, permanent unionized position based in Falconbridge.Job SummaryThe Senior Financial Accountant will be responsible for overall cost control and financial reporting at the site. They will develop and maintain an information...


  • Sudbury, Ontario, Canada NORTHSTAR QUILTING AND SUPPLIES INC Full time

    Northstar Quilting and Supplies Inc is seeking a highly skilled Financial Operations Manager to oversee the company's financial operations and optimize financial performance. Key responsibilities include coordinating financial activities, managing investment strategies, and monitoring financial control systems. The ideal candidate will have a...

  • Financial Director

    1 month ago


    Sudbury, Ontario, Canada Glencore Full time

    Financial Manager Job DescriptionAbout the Role:XPS, a Glencore company, is a leading metallurgical engineering, technology, and test services business offering industry-relevant solutions and global expertise in orebody characterization, flowsheet development, operational support, growth initiatives, and asset integrity management for various commodities,...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Job Summary">We are seeking a seasoned Business Advisor to join our Canadian Banking Branch network in Sudbury, Chelmsford or Val Caron. As a key member of our team, you will be responsible for managing high-value and complex small business owner relationships, creating strong connections with the local business community, and providing exceptional customer...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Requisition ID: Scotiabank is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers by:Proactively identifying customer needs and delivering tailored financial solutions.Building strong, long-standing relationships...


  • Sudbury, Ontario, Canada Government of Canada - Central Full time

    Job SummaryWe are seeking a Strategic Financial Operations Manager to join our team at the Government of Canada - Central. This is a senior leadership role that requires strong financial management skills, strategic thinking, and excellent communication abilities.About the RoleThe successful candidate will be responsible for allocating resources to implement...


  • Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Senior Financial Advisor to join our team at Scotiabank. This is a unique opportunity to build strong relationships with our customers and help them achieve their financial goals.Key ResponsibilitiesTaking a proactive approach to understanding customer needs and providing expert advice.Educating customers on relevant...