Senior Financial Advisor
1 week ago
Senior Financial Advisor at Scotiabank
We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals by providing expert advice and guidance on a range of financial products and services.
Key Responsibilities- Customer Needs Assessment: Take a proactive approach to discovering our customer needs, listening to understand what they are asking for.
- Financial Planning: Educate our customers, providing relevant insights and expert advice to help them make informed financial decisions.
- Relationship Building: Nurturing strong, long-standing relationships with our customers to understand their financial goals and objectives.
- Sales and Business Development: Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.
- Strategic Mindset: A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
- Sales and Business Development: The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer's stated goals.
- Professional Certifications: A Mutual Funds licence and completed CIFP Diploma.
- Competitive Compensation and Benefits: A competitive compensation and benefits package that recognizes and rewards high-performance.
- Opportunities for Growth and Development: Clear, transparent criteria to progress in your career, with opportunities for growth and development through internal training and development conversations.
- Collaborative Team Environment: The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
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Wealth Management Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor, you will play a critical role in providing exceptional customer service to our members by offering a full range of deposit and investment services.Key ResponsibilitiesMember Service: Build strong relationships with...
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Wealth Management Advisor
1 week ago
Abbotsford, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor, you will play a critical role in providing exceptional customer service to our members by offering a full range of deposit and investment services.Key ResponsibilitiesMember Service: Build strong relationships with...
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Senior Security Advisor
23 hours ago
Abbotsford, British Columbia, Canada Trans Mountain Full timeJob Title: Senior Security AdvisorTrans Mountain is seeking a highly skilled Senior Security Advisor to join our team. As a Senior Security Advisor, you will play a critical role in developing and implementing security programs to mitigate risks to our personnel and assets.Key Responsibilities:Conduct security risk assessments and develop mitigations to...
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Senior Security Advisor
1 day ago
Abbotsford, British Columbia, Canada Trans Mountain Full timeJob Title: Senior Security AdvisorTrans Mountain is seeking a highly skilled Senior Security Advisor to join our team. As a Senior Security Advisor, you will play a critical role in developing and implementing security programs to mitigate risks to our personnel and assets.Key Responsibilities:Conduct security risk assessments and develop mitigations to...
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Senior Security Advisor
7 hours ago
Abbotsford, British Columbia, Canada Trans Mountain Full timeJob Title: Senior Security AdvisorTrans Mountain is seeking a highly skilled Senior Security Advisor to join our team. As a Senior Security Advisor, you will play a critical role in developing and implementing security programs to mitigate risks to Trans Mountain personnel and assets.Key Responsibilities:Conduct security risk assessments and develop...
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Senior Security Advisor
5 hours ago
Abbotsford, British Columbia, Canada Trans Mountain Full timeJob Title: Senior Security AdvisorTrans Mountain is seeking a highly skilled Senior Security Advisor to join our team. As a Senior Security Advisor, you will play a critical role in developing and implementing security programs to mitigate risks to Trans Mountain personnel and assets.Key Responsibilities:Conduct security risk assessments and develop...
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Senior Financial Strategist
2 days ago
Abbotsford, British Columbia, Canada Techno Way Installation ltd. Full timeAt Techno Way Installation ltd., we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and be able to allocate resources effectively to implement organizational policies and programs. Key responsibilities include authorizing and organizing the establishment of major...
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Senior Financial Strategist
2 days ago
Abbotsford, British Columbia, Canada Techno Way Installation ltd. Full timeAt Techno Way Installation ltd., we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and be able to allocate resources effectively to implement organizational policies and programs. Key responsibilities include authorizing and organizing the establishment of major...
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Senior Financial Strategist
9 hours ago
Abbotsford, British Columbia, Canada Techno Way Installation ltd. Full timeAt Techno Way Installation ltd., we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and be able to allocate resources effectively to implement organizational policies and programs. Key responsibilities include authorizing and organizing the establishment of major...
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Senior Financial Strategist
6 hours ago
Abbotsford, British Columbia, Canada Techno Way Installation ltd. Full timeAt Techno Way Installation ltd., we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and be able to allocate resources effectively to implement organizational policies and programs. Key responsibilities include authorizing and organizing the establishment of major...
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Sun Life Financial Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and work towards financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects and clients to review...
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Sun Life Financial Advisor
1 week ago
Abbotsford, British Columbia, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and work towards financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects and clients to review...
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Senior Financial Strategist
4 days ago
Abbotsford, British Columbia, Canada Techno Way Installation ltd. Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Techno Way Installation ltd. as a Finance Vice-President.Key ResponsibilitiesResource Allocation: Allocate material, human, and financial resources to implement organizational policies and programs.Department Establishment: Authorize and organize the...
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Senior Financial Strategist
4 days ago
Abbotsford, British Columbia, Canada Techno Way Installation ltd. Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Techno Way Installation ltd. as a Finance Vice-President.Key ResponsibilitiesResource Allocation: Allocate material, human, and financial resources to implement organizational policies and programs.Department Establishment: Authorize and organize the...
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Senior Financial Manager
4 weeks ago
Abbotsford, British Columbia, Canada Regent College Full time $95,000 - $105,000Senior Financial Manager – Regent College This executive search is conducted by Nelson/Kraft & Associates on behalf of Regent College EXECUTIVE SUMMARY Regent College is seeking a dedicated CPA with a passion for educational ministry to join their team as Senior Financial Manager. As a key member of the Operations department within Regent College's...
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Investment Advisor
4 days ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners.Develop and...
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Investment Advisor
4 days ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners.Develop and...
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Senior Financial Planner
2 weeks ago
Abbotsford, British Columbia, Canada Global Insurance Agency Ltd. Full timeJob SummaryWe are seeking a highly skilled Financial Manager to join our team at Global Insurance Agency Ltd. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring that all financial activities are conducted in a transparent and compliant manner.Key ResponsibilitiesFinancial Planning and Control:...
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Senior Financial Strategist
9 hours ago
Abbotsford, British Columbia, Canada Government of Canada - Western Full timeOverview of the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Financial Strategist. As a key member of our leadership team, you will be responsible for allocating resources, establishing departments, and managing events.Responsibilities:* Develop and implement organizational policies and programs* Authorize and...
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Senior Financial Strategist
6 hours ago
Abbotsford, British Columbia, Canada Government of Canada - Western Full timeOverview of the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Financial Strategist. As a key member of our leadership team, you will be responsible for allocating resources, establishing departments, and managing events.Responsibilities:* Develop and implement organizational policies and programs* Authorize and...