Senior Financial Advisor
2 weeks ago
Requisition ID: 208357
At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.
About the role
What your role will be...
As a Senior Financial Advisor, you'll be responsible for providing expert advice and guidance to our customers on a range of financial products and services.
Our team is dedicated to creating a positive customer experience, and we're looking for someone who shares our commitment to excellence.
What you'll be doing...
As a Senior Financial Advisor, your key responsibilities will include:
- Building strong relationships with our customers and understanding their financial needs
- Providing expert advice and guidance on a range of financial products and services
- Developing and implementing comprehensive financial plans to help our customers achieve their goals
- Nurturing long-term relationships with our customers and identifying opportunities to grow our business
What you need to succeed...
- A strong understanding of financial products and services, including day-to-day banking, investments, and borrowing solutions
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
- A proven track record of meeting and exceeding sales targets in a fast-paced environment
- A Mutual Funds licence and completed CIFP Diploma
What we're offering...
- A competitive compensation and benefits package
- The opportunity to work with a leading bank in the Americas
- A collaborative and supportive team environment
- Opportunities for career growth and development
Location(s): Canada : Ontario : Ottawa
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 broad range of advice, products, and services.
We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
-
Senior Financial Advisor
3 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeBaker Tilly is seeking a highly skilled Senior Financial Advisor to join their Financial Advisory Services Group. The ideal candidate will have a strong background in business valuations, litigation, and forensic accounting.The Senior Financial Advisor will be responsible for preparing reports involving the valuation of business interests, quantification of...
-
Senior Financial Consultant
1 month ago
Ottawa, Ontario, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial.The Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. They will identify member life stage cycles and provide...
-
Senior Financial Consultant
1 month ago
Ottawa, Ontario, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial.The Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. They will identify member life stage cycles and provide...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing expert advice on investment and...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing expert advice on investment and...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeSeeking a Senior Financial Advisor to provide exceptional service to customers, build strong relationships, and develop personalized financial strategies. About the Role As a Senior Financial Advisor, you will be responsible for: Discovering customer needs and providing expert advice Educating customers on relevant financial solutions Building...
-
Senior Financial Services Specialist
3 weeks ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...
-
Senior Financial Advisor
3 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAt Baker Tilly, we are seeking a highly skilled Senior Financial Advisor to join our Financial Advisory Services Group. As a key member of our team, you will be responsible for providing expert financial analysis and advice to our clients.Your primary responsibilities will include:Preparing financial reports and valuations for businesses and...
-
Senior Financial Advisor
3 weeks ago
Ottawa, 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 expertise in financial planning and investment advice will enable you to build strong relationships with our clients and provide them with tailored solutions to meet their needs.About the RoleKey Responsibilities:Conducting...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.Job...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.Job...
-
Financial Insurance Advisor
4 weeks ago
Ottawa, Ontario, Canada Serenia Life Financial Full timeUnlock Your Potential as a Financial Insurance AdvisorAt Serenia Life Financial, we're dedicated to helping Canadians achieve financial security and peace of mind. As a Financial Insurance Advisor, you'll play a vital role in building deep relationships with our clients and providing them with expert guidance on insurance, investments, and mortgages.Key...
-
Financial Insurance Advisor
4 weeks ago
Ottawa, Ontario, Canada Serenia Life Financial Full timeUnlock Your Potential as a Financial Insurance AdvisorAt Serenia Life Financial, we're dedicated to helping Canadians achieve financial security and peace of mind. As a Financial Insurance Advisor, you'll play a vital role in building deep relationships with our clients and providing them with expert guidance on insurance, investments, and mortgages.Key...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert advice and support to clients in a variety of areas, including business valuations, litigation and forensic accounting, and financial planning and analysis.Job SummaryWe are seeking a highly skilled and experienced Senior Financial...
-
Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert advice and support to clients in a variety of areas, including business valuations, litigation and forensic accounting, and financial planning and analysis.Job SummaryWe are seeking a highly skilled and experienced Senior Financial...
-
Financial Services Advisor
3 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAssociate AdvisorDesjardins Financial Security Independent Network is seeking a highly motivated and detail-oriented Associate Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional client service and supporting our Principal Advisor in preparing for client meetings and executing recommendations to financial...
-
Strategic Financial Advisor
7 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob Title: Associate AdvisorWe are seeking a skilled and dedicated Associate Advisor to join our team at Desjardins Financial Security Independent Network - Ottawa #118. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our Principal Advisors in delivering customized financial solutions to our...
-
Senior Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAt 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 discover customer needs and provide expert...
-
Financial Advisor Team Member
3 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor Team Member. As a key member of our team, you will be responsible for providing financial security planning and advice to our clients, helping them achieve their financial goals and dreams.Key Responsibilities:Meet with clients to understand...
-
Financial Advisor Team Member
3 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor Team Member. As a key member of our team, you will be responsible for providing financial security planning and advice to our clients, helping them achieve their financial goals and dreams.Key Responsibilities:Meet with clients to understand...