Strategic Financial Services Consultant
1 day ago
At Scotiabank, we're seeking a highly skilled Strategic Financial Services Consultant to join our team. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to customers and building long-standing relationships with existing clients.
About the RoleThis role involves connecting with people in a relatable way, being customer-centric, and analyzing financial goals and preferences to recommend customized solutions using a financial planning approach. You will work closely with peers, customers, and partners to deliver trusted financial advice and provide complex solutions and comprehensive financial planning.
- You will have a minimum of two years of related experience selling investment and credit products.
- Demonstrated sales management experience and the ability to market Scotiabank.
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
To succeed in this role, you should possess:
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
- Results-driven mindset with a focus on delivering exceptional results.
As a Strategic Financial Services Consultant at Scotiabank, you can expect a competitive compensation and benefits package, including:
- A salary of approximately $70,000 - $90,000 per year based on your skills and experience.
- An assigned book of mid to high affluent customers.
- The opportunity to make a lasting impact on customers and grow their business.
- Clear transparent criteria to progress in your career.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English due to serving an English-speaking clientele.
-
Human Resources Strategic Consultant
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeLooking for a dynamic and collaborative environment to leverage your expertise? Intact Financial Corporation is seeking a Senior Human Resources Consultant to join our team.We are a leading financial services company in Canada, dedicated to helping people, businesses, and society prosper in good times and be resilient in bad times. As a Senior Human...
-
Top Financial Services Consultant Role
2 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. We're seeking a skilled Financial Services Consultant to join our team.This role is an excellent opportunity for someone who is passionate about providing exceptional client service and building strong relationships with existing...
-
Montreal, Quebec, Canada Recrutement Full timeJob OverviewWe are seeking a highly experienced and skilled Senior Director, Consulting Services to join our team in Montreal Downtown. This is a permanent, full-time position with a flexible schedule.About the RoleThe Senior Director will be responsible for managing client files, reviewing the work of advisors and directors, and overseeing the consulting...
-
Strategic Pension Consultant
4 weeks ago
Montreal, Quebec, Canada LifeWorks Full timeEmpower individuals to achieve their financial well-being by joining LifeWorks, a leading health and wellness provider. Our company is dedicated to leveraging technology to improve health outcomes for consumers, patients, healthcare professionals, employers, and employees.Pension Consulting RoleWe are seeking an experienced Principal with 10+ years of...
-
Montreal, Quebec, Canada TC Transcontinental Full timeJob SummaryWe are seeking a highly skilled Strategic Financial Consultant to join our corporate accounting team at TC Transcontinental.About the RoleThe successful candidate will act as an expert in consolidation and corporate accounting, participating in the month-end closing process and preparing quarterly consolidated financial statements under IFRS.Key...
-
Strategic Business Consultant
4 weeks ago
Montreal, Quebec, Canada CAE Full timeJob OverviewThe Strategic Business Consultant will play a crucial role in driving business growth and success at CAE. This position requires a highly skilled professional with expertise in financial analysis, data interpretation, and strategic decision-making.About the RoleThis is an exciting opportunity to join our team as a Strategic Business Consultant....
-
Strategic Pension Risk Consultant
4 weeks ago
Montreal, Quebec, Canada LifeWorks Full timePension Risk Management ExpertiseLifeWorks, a global leader in health and well-being, is seeking a seasoned Pension Risk Management Expert to join our Consulting practice. As a trusted advisor, you will leverage your expertise in pension risk management to provide strategic guidance to our clients, ensuring the long-term sustainability of their defined...
-
Strategic Benefit Consultant
2 weeks ago
Montreal, Quebec, Canada Willis Towers Watson Full timeWe are seeking a highly skilled and experienced Strategic Benefit Consultant to join our team at Willis Towers Watson. As a key member of our client team, you will play a critical role in providing deep financial and technical expertise to our clients.About the RoleThe successful candidate will have 7+ years of experience in benefit consulting or brokerage,...
-
Financial Consultant
2 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeJob SummarySun Life Financial is seeking a highly motivated Financial Consultant to join their Client Relationship Team. As a key member of the team, you will be responsible for building strong relationships with clients and providing comprehensive portfolio reviews to help them achieve their financial goals.About the RoleThis is a full-time opportunity that...
-
Strategic Health
3 weeks ago
Montreal, Quebec, Canada CA007 Mercer (Canada) Limited Full timeAs a Senior Health & Benefits Consultant II at Mercer, you will be responsible for leading consulting engagements with employers regarding their medical, dental, life, disability benefit plans and programs.About the RoleThis is a hybrid role that requires working at least three days a week in the office. You will negotiate with benefits carriers and vendors...
-
Strategic Business Consultant
4 weeks ago
Montreal, Quebec, Canada Richter Full timeRichter Montreal OfficeOverviewWe are a leading business and family office that offers strategic advice on business matters and financial objectives. With over 90 years of experience, we have developed an integrated approach to help business owners achieve sustainable success. Our team of experts provides innovative solutions to address the needs of...
-
Strategic Operations Consultant
4 weeks ago
Montreal, Quebec, Canada Parisella Vincelli Associates Consulting Group, Inc Full timeWe are seeking an exceptional Strategic Operations Consultant to join our team at Parisella Vincelli Associates Consulting Group, Inc. This is a challenging and rewarding full-time position that requires a results-oriented individual with strong analytical and leadership skills.About Us: Our firm has been delivering measurable and sustainable operational and...
-
Financial Services Consultant
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeAt Manulife, we're committed to delivering financial and investment solutions to clients across the wealth spectrum.The Financial Services Consultant plays a vital role in our Advisor Group, connecting with employees in our group plans at Manulife to understand their investment and other needs. This is an important opportunity to guide and assist them with...
-
Senior Financial Services Consultant
5 days ago
Montreal, Quebec, Canada ROSS Full timeLocated in Toronto, our client is a boutique consulting firm with top-notch expertise in Financial Services technology. This winning combination of business and technical knowledge enables clients to receive superior customization.We provide remote or onsite HR and Recruitment solutions like Recruitment Process Outsourcing (RPO), complemented by cutting-edge...
-
Strategic Financial Planning Expert
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...
-
Strategic Business Consultant
1 week ago
Montreal, Quebec, Canada National Bank Full timeAbout Us">National Bank is a forward-thinking institution that prioritizes its customers' success. As a dynamic organization, we strive to create an environment where our employees can grow and thrive.SalaryWe offer a competitive salary of $60,000 - $80,000 per annum, commensurate with experience and qualifications.Job DescriptionWe are seeking a highly...
-
Strategic Technology Consultant
4 weeks ago
Montreal, Quebec, Canada LanceSoft, Inc. Full timeJob OverviewWe are seeking a highly skilled Strategic Technology Consultant to join our team at LanceSoft, Inc.
-
Strategic Financial Consultant
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeUnlock a rewarding career with Scotiabank, where you'll have the opportunity to make a lasting impact on customers' financial lives.A competitive salary of $85,000 - $110,000 per year reflects your value as a Financial Planner. Your primary focus will be developing and deepening client relationships by providing high-quality advice and service within the...
-
Strategic Compensation Consultant
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Strategic Compensation Consultant to join our team. As a key member of our compensation strategy, you will play a vital role in developing and implementing effective compensation programs that drive business results.
-
Strategic Consultant for Industrial Operations
4 weeks ago
Montreal, Quebec, Canada Egon Zehnder Full timeJoin Our Team as a Strategic ConsultantWe are seeking an experienced Strategic Consultant for Industrial Operations to join our team in Montreal. This is an exciting opportunity to work with a leading organization in the executive search industry.About the RoleAs a Strategic Consultant, you will be responsible for guiding internal client teams in the...