Senior Financial Advisor
4 weeks ago
Requisition ID: 206046
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 exceptional service and building strong relationships with our customers.
Key Responsibilities:
- Take a proactive approach to understanding customer needs and providing personalized financial solutions
- Educate customers on relevant financial products and services
- Develop comprehensive financial plans to help customers achieve their goals
- Nurture long-term relationships with customers
- Meet and exceed sales targets in a fast-paced environment
Requirements:
- Strong customer service skills and ability to build rapport with customers
- Strategic mindset and ability to develop personalized financial strategies
- Proven ability to meet sales targets in a fast-paced environment
- Mutual Funds licence and completed CIFP Diploma
What We Offer:
- A competitive compensation and benefits package
- A collaborative team environment with opportunities for growth and development
- A commitment to making a positive impact in our communities
Location(s): Canada
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a range of advice, products, and services.
-
Senior Financial Advisor
4 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers by:Developing and maintaining strong relationships with customers to understand their financial needs and goalsProviding expert...
-
Senior Financial Advisor
3 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleRole OverviewWe are looking for a skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesCustomer Relationship BuildingFinancial Planning and AdviceSales and Business DevelopmentCustomer Retention and...
-
Senior Financial Advisor
4 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping customers achieve their financial goals. Your expertise in financial planning and wealth management will enable you to provide personalized advice and solutions to customers, building strong relationships and driving business growth.Key ResponsibilitiesDevelop and...
-
Senior Financial Advisor
3 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeRequisition ID: 206046At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in building strong relationships with our clients and helping them achieve their financial goals.About the RoleKey Responsibilities:Take a proactive approach to understanding customer needs and...
-
Senior Financial Advisor
3 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and providing personalized advice to help them achieve their goals.Key Responsibilities- Proactively...
-
Senior Financial Advisor
3 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their journey.Key ResponsibilitiesTaking a proactive approach to discovering customer needs and providing relevant insights and...
-
Senior Financial Consultant
3 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeRequisition ID: 206046At 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.Key Responsibilities:* Provide exceptional customer service and build strong relationships with clients* Develop and implement comprehensive...
-
Senior Living Advisor
3 weeks ago
Richmond Hill, Ontario, Canada Visavie Full timeA position as a Senior Living Advisor offers the opportunity to make a meaningful impact in the lives of seniors and their families.As a trusted advisor, you will be responsible for guiding individuals in their choice of senior residence or home care, providing personalized support and guidance every step of the way.This role requires a caring and...
-
Senior Financial Consultant
4 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. You will be responsible for building strong relationships with customers, understanding their financial needs, and providing personalized advice and solutions to help them achieve their goals.Key ResponsibilitiesTake a...
-
Senior Financial Strategist
2 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeRequisition ID: 206046At 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 includes coaching, learning, and development – there are endless possibilities. As a Senior Financial Advisor, you help make the futures of our 25...
-
Financial Planning Expert
3 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeFinancial Planning Expert**Company Overview**Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The bank helps its customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking....
-
Financial Services Professional
2 days ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're committed to helping our customers build their futures. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and support to our clients.About the RoleOur Senior Financial Advisors are customer-centric and able to connect with people in a relatable way. They take a proactive approach to discovering...
-
Financial Advisor
3 weeks ago
Richmond Hill, Ontario, Canada Co-operators Full timeCompany Overview:Co-operators is a leading insurance company that offers a range of financial solutions to Canadians.Job Summary:We are seeking a highly motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing your own insurance agency and building strong relationships with clients in the...
-
Sun Life Financial Advisor
4 weeks ago
Richmond Hill, Ontario, Canada Sun Life Full timeUnlock your potential as a Sun Life financial advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Take control of your life and...
-
Financial Services Expert
1 week ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. Your primary responsibility will be to provide exceptional customer service and build strong relationships with our clients. You will work closely with our team to develop personalized financial strategies and provide expert advice on...
-
Senior Financial Strategist
4 weeks ago
Richmond Hill, Ontario, Canada Active Pilates Inc. Full timeJob Title: Senior Financial StrategistAbout the Role:We are seeking a highly skilled Senior Financial Strategist to join our team at Active Pilates Inc. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:Develop and implement...
-
Senior Financial Manager
2 weeks ago
Richmond Hill, Ontario, Canada HM International Consulting Limited Full timeJob Title: Senior Financial ManagerWe are seeking a highly skilled and experienced Senior Financial Manager to join our team at HM International Consulting Limited. The successful candidate will be responsible for managing the financial planning and analysis functions of our company.Key Responsibilities:Develop and implement financial planning and analysis...
-
Financial Expertise Leader
2 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeRole SummaryAs a Senior Financial Consultant, you will be responsible for providing exceptional financial expertise to clients, ensuring their financial goals and objectives are met. This role requires a deep understanding of financial planning concepts, including income tax, investment trends, and industry regulations.About the RoleReporting to the Regional...
-
Senior Financial Strategist
3 weeks ago
Richmond Hill, Ontario, Canada Active Pilates Inc. Full timeJob Title: Senior Financial StrategistAbout the Role:We are seeking a highly skilled Senior Financial Strategist to join our team at Active Pilates Inc. as an Executive Director of Finance. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key...
-
Executive Financial Strategist
3 days ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping customers achieve their financial goals.We are seeking an Executive Financial Strategist to join our team of innovative thinkers and collaborative leaders. You will work closely with clients to understand their needs and develop personalized financial...