Senior Financial Advisor

3 weeks ago


Barrie, Ontario, Canada National Bank Full time

Job Summary:

We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping clients achieve their financial goals through personalized financial planning.

Key Responsibilities:

  • Develop and implement financial plans that meet the needs and objectives of clients
  • Identify clients' investment and financing needs to offer tailored financial solutions
  • Identify and pursue business development opportunities to grow the number of new customers and existing portfolios
  • Stay up-to-date with changing client needs to offer adapted solutions and exceptional customer experience
  • Ensure the application of quality service and operational standards, as well as compliance and risk management rules

About the Role:

As a Senior Financial Advisor, you will be part of a large team of colleagues in the Personal Banking sector. You will report to the Financial Planners Manager and be responsible for the clientele of three branches in the Barrie/Collingwood/Midland region. Our learning-by-doing training programs will enable you to master your job, and access to colleagues with different expertise, experience, and profiles will enrich your development.

Requirements:

  • Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
  • Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
  • Mutual Fund Representative (MFR) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit

What We Offer:

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

About Us:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values and are passionate about making a difference in people's lives.



  • Barrie, Ontario, Canada National Bank Full time

    Job Title: Senior Financial AdvisorJob Summary:We are seeking a Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement personalized financial plans for...


  • Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...A Senior Financial Advisor at Scotiabank will be responsible for providing exceptional service to customers, building strong relationships, and delivering personalized financial strategies to help them achieve their goals.Key Responsibilities:Discover and understand customer needs, providing relevant insights and expert...


  • Barrie, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advice.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 204442At 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 make informed decisions about their financial futures.About the RoleKey Responsibilities:Provide personalized financial planning...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 204442At 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 clients.About the roleKey responsibilities:Discover and understand customer needs, providing expert advice and relevant...


  • Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesDiscover and understand customer needs, providing expert advice and guidance to help them achieve...


  • Barrie, Ontario, Canada Scotiabank Full time

    About 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 and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...


  • Barrie, Ontario, Canada Scotiabank Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Scotiabank, we empower our employees to build their futures and achieve success. As a Senior Financial Advisor, you will play a vital role in helping our 25 million customers achieve their goals. Your expertise will be instrumental in developing personalized financial strategies, including day-to-day...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 204442At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to our customers, building strong relationships and delivering tailored financial solutions.About the RoleKey Responsibilities:Proactively identify customer needs...


  • Barrie, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and goal-oriented individual with a passion for helping others achieve financial independence? Do you have excellent communication skills and a strong work ethic? If so, we invite you to explore a career as a Sun Life Financial Advisor.About the RoleAs a Sun Life Financial Advisor,...


  • Barrie, Ontario, Canada City of Barrie Full time

    Enhance Your Career in Municipal FinanceThe City of Barrie is a vibrant and growing community, with a strong focus on quality of life and connections. Our community values its heritage, nature, and opportunities for growth. As a Strategic Financial Advisor, you will play a key role in supporting the Finance Department's goal of delivering exceptional...

  • Insurance Advisor

    4 weeks ago


    Barrie, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time

    Insurance AdvisorAre you passionate about helping others and making a meaningful impact in your community? Do you have excellent communication and interpersonal skills? We are seeking a highly motivated and customer-focused Insurance Advisor to join our team at Aleem Ravji Insurance and Financial Services.Key Responsibilities:Provide expert advice and...


  • Barrie, Ontario, Canada Scotiabank Full time

    At Scotiabank, we are committed to building a diverse and inclusive organization that reflects the communities we serve.We are seeking an Indigenous Financial Services Advisor to join our team, who will play a key role in helping us achieve our goal of increasing financial inclusion for Indigenous peoples.The ideal candidate will have a strong understanding...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 204442At 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 and commercial banking, wealth management, and private banking.About the RoleAs an...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 198335At Scotiabank, we're committed to creating a diverse and inclusive work environment where our employees can thrive. We're seeking a skilled Financial Advisor to join our team and help us deliver exceptional service to our customers.As a Financial Advisor, you'll play a key role in building strong relationships with our customers and...


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

    Unlock Your Potential as a Senior Financial Services ConsultantRBC Dominion Securities Inc. is seeking experienced professionals who can help high net worth individuals, families, business owners, and foundations achieve their financial goals.About the RoleWe are looking for someone with 4-6 years of outbound sales experience who can thrive in a...

  • Client Advisor

    1 day ago


    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leading financial institution seeking an experienced and motivated Client Advisor to join our team in Barrie, Ontario. As a Client Advisor, you will play a critical role in providing exceptional customer service, identifying opportunities for growth, and driving business results.Job OverviewThis full-time position offers a...


  • Barrie, Ontario, Canada Scotiabank Full time

    Requisition ID: 198335At Scotiabank, we're committed to creating a diverse and inclusive organization where everyone can thrive. We're seeking a talented Indigenous Financial Advisor to join our team in a retail sales role.As a Financial Advisor, you'll play a key role in helping our customers achieve their financial goals. You'll be responsible for building...


  • Barrie, Ontario, Canada ONTARIO INC. Full time

    At ONTARIO INC., we are seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our executive leadership group, you will play a crucial role in driving business growth and profitability through effective financial planning and management.The ideal candidate will possess a deep understanding of financial management principles...


  • Barrie, Ontario, Canada Royal Victoria Regional Health Centre Full time

    As a Senior Financial Strategist at Royal Victoria Regional Health Centre, you will play a key role in shaping the financial future of our organization. Our highly specialized services include stroke, cardiac, oncology, neonatal intensive care, adult & youth mental health, and we are designated as a Level III Trauma Centre.Royal Victoria Regional Health...