Senior Financial Advisor

4 days ago


Montreal, Quebec, Canada Scotiabank Full time
Job Title: Senior Financial Advisor

At Scotiabank, we are seeking a highly skilled Senior Financial Advisor to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers and delivering a full range of customized financial solutions.

Key Responsibilities:
  • Provide complex solutions and comprehensive financial planning to meet customers' financial goals and preferences.
  • Understand customers' financial needs and recommend appropriate strategies and solutions to help them achieve their goals.
  • Focus on delivering exceptional service throughout the customer's journey.
  • Collaborate with colleagues to provide a seamless customer experience.
Requirements:
  • A minimum of two years of related experience selling investment and credit products.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Bilingualism in French and English.
What We Offer:
  • A competitive compensation and benefits package customized for Retail Banking.
  • An organization committed to making a difference in our communities – for you and your customers.
  • The opportunity to work with a leading bank in the Americas.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



  • Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and guidance to our clients.Key Responsibilities:Develop and implement customized financial solutions using a financial planning...


  • Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and guidance to our clients.Key Responsibilities:Develop and implement customized financial solutions using a financial planning...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Senior Financial AdvisorAt Scotiabank, we are seeking a highly skilled Senior Financial Advisor to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers and delivering a full range of customized financial solutions.Key Responsibilities:Provide complex...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Senior Financial AdvisorAt Scotiabank, we are seeking a highly skilled Senior Financial Advisor to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers and delivering a full range of customized financial solutions.Key Responsibilities:Provide complex...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Senior Advisor Fund AdministrationAs a senior advisor in the cotation & evaluation team at Banque Nationale du Canada, you will contribute to the realization of key deliverables while working closely with colleagues. With your leadership and experience in derivative securities, you will leverage your finance knowledge to drive success.Key...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Senior Advisor Fund AdministrationAs a senior advisor in the cotation & evaluation team at Banque Nationale du Canada, you will contribute to the realization of key deliverables while working closely with colleagues. With your leadership and experience in derivative securities, you will leverage your finance knowledge to drive success.Key...


  • Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accounting Advisor to join our team at Banque Nationale. As a key member of our financial accounting team, you will be responsible for providing expert advice and guidance on financial accounting matters.Key ResponsibilitiesProvide expert advice on financial accounting matters, including...


  • Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accounting Advisor to join our team at Banque Nationale. As a key member of our financial accounting team, you will be responsible for providing expert advice and guidance on financial accounting matters.Key ResponsibilitiesProvide expert advice on financial accounting matters, including...

  • Financial Advisor

    4 days ago


    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAbout the Role:As a Financial Advisor with Prospr by Sun Life, you will play a pivotal role in helping clients achieve their long-term financial goals and live healthier, more secure lives. You will collaborate with a dynamic team to provide holistic Life, Health, and Wealth solutions to new and existing clients,...

  • Financial Advisor

    4 days ago


    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAbout the Role:As a Financial Advisor with Prospr by Sun Life, you will play a pivotal role in helping clients achieve their long-term financial goals and live healthier, more secure lives. You will collaborate with a dynamic team to provide holistic Life, Health, and Wealth solutions to new and existing clients,...

  • Financial Advisor

    2 days ago


    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    2 days ago


    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...


  • Montreal, Quebec, Canada HSBC Bank Canada Full time

    Join HSBC Bank Canada: A Leader in Financial ServicesHSBC Bank Canada is at the forefront of providing comprehensive financial solutions tailored to meet the diverse needs of our clients. We pride ourselves on being a trusted partner in the financial landscape.As a Senior Financial Advisor, you will play a crucial role in delivering exceptional service and...


  • Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accounting Advisor to join our team at NBC. As a Senior Financial Accounting Advisor, you will play a key role in ensuring the accuracy and integrity of our financial information.Key ResponsibilitiesAct as an expert on accounting for our savings products and credit products, particularly for our...


  • Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accounting Advisor to join our team at NBC. As a Senior Financial Accounting Advisor, you will play a key role in ensuring the accuracy and integrity of our financial information.Key ResponsibilitiesAct as an expert on accounting for our savings products and credit products, particularly for our...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers and delivering a full range of customized financial solutions.Key ResponsibilitiesProvide complex financial solutions and comprehensive...