Financial Services Professional

1 month ago


Fredericton, New Brunswick, Canada Scotiabank Full time
Role Overview

As a Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships, and delivering tailored financial solutions to meet their needs.

Key Responsibilities
  • Conduct needs assessments to understand customer requirements and preferences
  • Develop and implement comprehensive financial plans to help customers achieve their goals
  • Provide expert advice on investment and savings strategies, as well as banking and financial products
  • Nurture long-term relationships with customers to ensure their ongoing financial well-being
  • Meet and exceed sales targets to drive business growth and customer satisfaction
Requirements
  • Proven ability to build strong customer relationships and deliver exceptional service
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment
  • Knowledge of financial products and services, including investments, savings, and banking
  • Mutual Funds license and working towards the CIFP Diploma
What We Offer
  • A competitive compensation and benefits package
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and supportive work environment that fosters growth and success
  • The opportunity to make a meaningful impact on the lives of our customers and the community


  • Fredericton, New Brunswick, Canada Momentum Financial Services Group Full time

    Job Title: Financial Services LeaderAs a Financial Services Leader at Momentum Financial Services Group, you will play a key role in driving store profitability by leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers' financial goals.Key Responsibilities:Market competitive...


  • Fredericton, New Brunswick, Canada Momentum Financial Services Group Full time

    Job Title: Branch Manager - Financial ServicesWe are seeking a highly motivated and experienced Branch Manager to lead our financial services team in delivering exceptional customer experiences and driving store profitability.Key Responsibilities:Lead and develop a team of Financial Sales Representatives to promote our financial products and servicesDrive...


  • Fredericton, New Brunswick, Canada Momentum Financial Services Group Full time

    Job Title: Branch Manager - Financial ServicesWe are seeking a highly motivated and experienced Branch Manager to lead our financial services team in delivering exceptional customer experiences and driving store profitability.Key Responsibilities:Lead and develop a team of Financial Sales Representatives to promote our financial products and servicesDrive...


  • Fredericton, New Brunswick, Canada Scotiabank Full time

    Role OverviewAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key Responsibilities-...

  • Financial Analyst

    3 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    3 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    1 month ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key ResponsibilitiesConduct financial audits to ensure accuracy and compliance with regulations.Identify and assess risks, and develop strategies to mitigate them.Collaborate with clients to understand their...


  • Fredericton, New Brunswick, Canada Berni Williams Insurance and Financial Services Inc. Full time

    About UsBerni Williams Insurance and Financial Services Inc. is a leading provider of life insurance products, dedicated to helping individuals and families secure their financial futures.Job DescriptionAs a Life Insurance Sales Agent, you will be responsible for selling life insurance policies to clients, providing them with the necessary information to...


  • Fredericton, New Brunswick, Canada Berni Williams Insurance and Financial Services Inc. Full time

    About UsBerni Williams Insurance and Financial Services Inc. is a leading provider of life insurance products, dedicated to helping individuals and families secure their financial futures.Job DescriptionAs a Life Insurance Sales Agent, you will be responsible for selling life insurance policies to clients, providing them with the necessary information to...


  • Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Financial Management ProfessionalMeridia Recruitment Solutions is seeking a highly skilled Financial Management Professional to join our team in New Brunswick. As a key member of our finance team, you will play a critical role in supporting the accounting and finance function, as well as the operations team.Responsibilities will include:Preparing regular...

  • Financial Analyst

    4 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    4 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    3 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    2 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    2 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    3 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    4 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Review financial statements and identify areas for improvement.Develop and implement audit...

  • Financial Analyst

    3 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and report on financial irregularities and discrepancies.Develop and implement audit...

  • Financial Analyst

    1 month ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Review financial statements and identify areas for improvement.Develop and implement audit...

  • Financial Analyst

    3 weeks ago


    Fredericton, New Brunswick, Canada MacMillan Lawrence & Lawrence Chartered Professional Accountants Full time

    Financial Auditor Job DescriptionWe are seeking a highly skilled Financial Auditor to join our team at MacMillan Lawrence & Lawrence Chartered Professional Accountants.Key Responsibilities:Conduct financial audits to ensure accuracy and compliance with regulations.Identify and assess financial risks, and develop strategies to mitigate them.Collaborate with...