Current jobs related to Financial Services Professional - Oakville, Ontario - National Bank

  • Financial Services Professional

    2 weeks ago

    Oakville, Ontario, Canada Paul Gupta & Associates Full time

    We are seeking a highly skilled Financial Services Professional to join our team at Paul Gupta & Associates. As a key member of our team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.Key ResponsibilitiesApprove or reject loan applications...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking a skilled and experienced Financial Services Professional to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key Responsibilities:Communicate with clients to understand their financial needs...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking a skilled and experienced Financial Services Professional to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key Responsibilities:Communicate with clients to understand their financial needs...

  • Financial Services Professional

    7 days ago

    Oakville, Ontario, Canada Paul Gupta & Associates Full time

    Key Responsibilities:At Paul Gupta & Associates, we're seeking a diligent Financial Services Professional to join our team. In this role, you will be responsible for approving or rejecting loan applications, assisting clients in achieving their financial goals, and completing credit and loan documentation. Additionally, you will be tasked with interviewing...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Building strong relationships with customers to understand their financial needs and goals.Providing expert advice and guidance on financial products and services to help customers achieve their objectives.Developing and implementing comprehensive financial plans to meet customers' needs and exceed their...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Building strong relationships with customers to understand their financial needs and goals.Providing expert advice and guidance on financial products and services to help customers achieve their objectives.Developing and implementing comprehensive financial plans to meet customers' needs and exceed their...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Financial Services Professional

    3 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales growth.Stay...

  • Financial Services Professional

    3 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleKey ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales growth.Stay...

  • Financial Services Professional

    2 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    Requisition ID: 208691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the roleWhat your role will be...As a Financial Advisor, you'll be responsible for:Providing expert advice and...

  • Senior Financial Analyst

    3 weeks ago

    Oakville, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystOur client is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial planning and analysis team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support...

  • Senior Financial Analyst

    3 weeks ago

    Oakville, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystOur client is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial planning and analysis team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will play a key role in building and maintaining relationships with our high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Accounting Professional

    2 weeks ago

    Oakville, Ontario, Canada Ricky Chawla CPA Professional Corporation Full time

    Job Title: Accounting ProfessionalWe are seeking an experienced Accounting Professional to join our team at Ricky Chawla CPA Professional Corporation.Key Responsibilities:Prepare and maintain accurate financial records and ledgersCalculate and prepare cheques for payroll and other financial transactionsReconcile accounts and prepare financial...

  • Financial Services Professional

    1 week ago

    Oakville, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the financial services industry. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice,...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled and experienced Financial Advisor to join our team at RBC. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needs and goalsProvide...

  • Financial Services Professional

    4 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled and experienced Financial Advisor to join our team at RBC. As a Financial Advisor, you will play a key role in building and maintaining relationships with our high-value personal and small business clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needs and goalsProvide...

  • Financial Services Professional

    1 week ago

    Oakville, Ontario, Canada Scotiabank Full time

    Requisition ID: 208691At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our clients.About the RoleKey Responsibilities:• Proactively discover customer needs and provide relevant insights and expert...

Financial Services Professional

2 months ago

Oakville, Ontario, Canada National Bank Full time
About the Role

A career as a Financial Planner at National Bank, you will play a pivotal role in shaping the financial futures of our clients. Through the 7 fields of financial planning, you will work closely with our team to help and advise your clients in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role, and to leverage your leadership.

Your key responsibilities will include:

  • Developing personalized financial plans that meet the unique needs and objectives of our clients
  • Identifying clients' investment and financing needs in order to offer them the best financial planning solutions
  • Identifying and exploiting business development opportunities to increase the number of new customers and grow the volume of existing portfolios
  • Staying up-to-date with changing client needs in order to offer adapted solutions and an extraordinary client experience
  • Ensuring the application of quality of service and operational quality standards, as well as compliance and risk management rules

This role requires you to be present in the workplace in order to fulfill client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

About the Team

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

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
  • Competitive compensation package
  • Flexible benefits to promote your wellbeing and that of your family
  • Opportunities to get involved in community initiatives
  • Dynamic work environments and cutting-edge collaboration tools
  • A barrier-free workplace that is accessible to all employees