Financial Services Advisor
1 month ago
We are seeking a highly motivated and customer-focused Associate Financial Advisor to join our Personal and Business Banking team. 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:- Client Engagement: Meet with clients to understand their financial goals and priorities, and provide personalized advice and solutions to help them achieve their objectives.
- Relationship Building: Engage in marketing and outreach activities to grow your network and deepen existing relationships with clients.
- Business Development: Identify opportunities for future growth and revenue, and work with clients to develop and implement plans to achieve their financial goals.
- Leveraging Technology: Stay up-to-date with the latest banking technologies and tools, and help clients to better manage their banking needs.
- Client Focus: You have a strong passion for delivering exceptional client service and building long-term relationships with clients.
- Goal-Oriented: You are motivated by achieving your goals and delivering results that make a meaningful impact.
- Attention to Detail: You have a keen eye for detail and are able to analyze complex financial information to provide accurate advice and solutions.
- Communication Skills: You have excellent communication and interpersonal skills, and are able to effectively communicate with clients and colleagues.
- Technical Skills: You have a strong understanding of banking products and services, and are able to stay up-to-date with the latest technologies and tools.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is committed to creating a positive and inclusive work environment, and we are dedicated to helping our employees achieve their career goals.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
-
Financial Analysis Manager
1 month ago
Markham, Ontario, Canada financial-advisor Full timeAbout the CompanyOur client is a rapidly growing law firm with a strong commitment to innovation and excellence. They are seeking a highly skilled Financial Analysis Manager to join their team.About the OpportunityThe Financial Analysis Manager will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including...
-
Financial Analysis Manager
1 month ago
Markham, Ontario, Canada financial-advisor Full timeAbout the CompanyOur client is a rapidly growing law firm with a strong commitment to innovation and excellence. They are seeking a highly skilled Financial Analysis Manager to join their team.About the OpportunityThe Financial Analysis Manager will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including...
-
Financial Analysis Manager
1 month ago
Markham, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analysis Manager to join our team. As a key member of our financial department, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key Responsibilities:Review and update monthly...
-
Financial Analysis Manager
1 month ago
Markham, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analysis Manager to join our team. As a key member of our financial department, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key Responsibilities:Review and update monthly...
-
Senior Financial Analyst
2 weeks ago
Markham, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly analytical Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for developing financial models to evaluate the impact of potential business decisions.Key responsibilities include:Developing financial models to assess the profitability of various business...
-
Sun Life Financial Advisor
1 month ago
Markham, Ontario, Canada Sun Life Financial Full timeSun Life Financial Advisor OpportunityAre you a motivated and driven individual looking to build a successful career in the financial services industry? Do you have a passion for helping others achieve their financial goals? We are seeking a talented Sun Life Financial Advisor to join our team!About the Role:As a Sun Life Financial Advisor, you will have the...
-
Sun Life Financial Advisor
1 month ago
Markham, Ontario, Canada Sun Life Financial Full timeSun Life Financial Advisor OpportunityAre you a motivated and driven individual looking to build a successful career in the financial services industry? Do you have a passion for helping others achieve their financial goals? We are seeking a talented Sun Life Financial Advisor to join our team!About the Role:As a Sun Life Financial Advisor, you will have the...
-
Sun Life Financial Advisor
1 month ago
Markham, Ontario, Canada Sun Life Financial Full timeSun Life Financial Advisor OpportunityAre you a motivated and driven individual looking to build a successful career in the financial services industry? Do you have a passion for helping others achieve their financial goals? We are seeking a talented Sun Life Financial Advisor to join our team!About the Role:As a Sun Life Financial Advisor, you will have the...
-
Sun Life Financial Advisor
1 month ago
Markham, Ontario, Canada Sun Life Financial Full timeSun Life Financial Advisor OpportunityAre you a motivated and driven individual looking to build a successful career in the financial services industry? Do you have a passion for helping others achieve their financial goals? We are seeking a talented Sun Life Financial Advisor to join our team!About the Role:As a Sun Life Financial Advisor, you will have the...
-
Sun Life Financial Advisor
4 weeks ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Sun Life Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects...
-
Sun Life Financial Advisor
2 months ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Sun Life Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects...
-
Sun Life Financial Advisor
2 months ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the Role:We are seeking a highly motivated and entrepreneurial individual to join our team as a Sun Life Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with...
-
Sun Life Financial Advisor
4 weeks ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the Role:We are seeking a highly motivated and entrepreneurial individual to join our team as a Sun Life Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with...
-
Sun Life Financial Advisor
2 months ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the Role:As a Sun Life Financial Advisor, you will have the opportunity to build your own business and achieve financial independence. With our exceptional training and support, you will be equipped to provide trusted advice and personalized financial solutions to clients.Key Responsibilities:Grow your business by prospecting within your network and...
-
Sun Life Financial Advisor
2 months ago
Markham, Ontario, Canada Sun Life Financial Full timeAbout the Role:As a Sun Life Financial Advisor, you will have the opportunity to build your own business and achieve financial independence. With our exceptional training and support, you will be equipped to provide trusted advice and personalized financial solutions to clients.Key Responsibilities:Grow your business by prospecting within your network and...
-
Sun Life Financial Advisor
4 weeks ago
Markham, Ontario, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...
-
Sun Life Financial Advisor
4 weeks ago
Markham, Ontario, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...
-
Markham, Ontario, Canada Scotiabank Full timeFinancial Advisor role at Scotiabank's York Commercial Banking Centre requires building strong customer relationships and delivering exceptional service. As a Financial Advisor, you will be responsible for: Discovering customer needs and providing expert advice Building comprehensive plans to help customers achieve their goals Nurturing long-standing...
-
Markham, Ontario, Canada Scotiabank Full timeRequisition ID: 208696At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, Investment and Retirement Planning, you'll play a key role in contributing to the team's success by meeting and exceeding negotiated deposit and investment sales goals.About the RoleYou'll be responsible for establishing and...
-
Markham, Ontario, Canada Scotiabank Full timeRequisition ID: 208696At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, Investment Planning Specialist, you'll play a key role in this effort by managing a portfolio of customers and providing expert advice on investment and retirement planning.About the RoleYou'll be responsible for establishing...
