Senior Financial Advisor
1 month ago
Title: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contractRequisition ID: 200925Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.What you’ll be doing…Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.Educating our customers, providing relevant insights and expert advice.Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals.Nurturing strong, long-standing relationships.Developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.What you need to succeed…The appetite and drive to build strong customer relationships.A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions.The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals.A Mutual Funds licence and completed CIFP Diploma.What we’re offering…The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.A competitive compensation and benefits package.An organization committed to making a difference in our communities– for you and our customers.You can expect to be recognized and rewarded for high performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.You’ll receive clear, transparent criteria to progress in your career.You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.Location(s): Canada: Ontario: Barrie || Canada: Ontario: Innisfil || Canada: Ontario: Orillia || Canada: Ontario: Thornton || Canada: Ontario: Wasaga BeachScotiabank 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, 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.
#J-18808-Ljbffr
-
Senior Financial Advisor
4 weeks ago
Central Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong relationships with our customers and providing expert financial advice to help them achieve their goals.Key ResponsibilitiesTake a proactive approach to understanding customer needs and providing...
-
Senior Financial Advisor
2 months ago
Central Ontario, Canada Scotiabank Full timeTitle: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contractRequisition ID: 200925Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves...
-
Small Business Advisor
3 months ago
Central Ontario, Canada Scotiabank Full timeTitle: Small Business Advisor - Parry Sound, ONRequisition ID: 205495Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,...
-
Financial Advisor
3 months ago
Ontario, Canada Triple A Plus Financial Full time**About us** We are dedicate to providing our clients with peace of mind through comprehensive life insurance solutions. We believe in building lasting relationships with our clients, understanding their unique needs, and helping them secure their future. As we continue to grow, we are looking for passionateand driven individuals to join our team. Are you...
-
Small Business Advisor
2 months ago
Central Ontario, Canada Scotiabank Full timeRequisition ID: 205495Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...
-
Senior Compliance Officer
5 months ago
Toronto, Ontario, Ontario, Canada CI Financial Full timeJOB OVERVIEWWe are currently seeking a Senior Compliance Officer, CI Wealth Compliance. In this role, the successful candidate is expected to encourage and foster a culture of compliance within the organization in accordance with securities industry rules and regulations. The incumbent will be responsible for assisting Compliance management with policy and...
-
Financial Security Advisor
2 months ago
Ottawa, Ontario, H2B, Montréal, Canada Financière Sun Life Full timeAs a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievementsLet’s talk. This could be the start of something great!What’s in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and...
-
Senior Branch Administrator CIBC Wood Gundy
1 month ago
Central Ontario, Canada Canadian Imperial Bank of Commerce Full timeSenior Branch Administrator CIBC Wood Gundy page is loaded Senior Branch Administrator CIBC Wood Gundy Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago time left to apply End Date: November 8, 2024 (26 days left to apply) job requisition id 2422195 We’re...
-
Senior Manager, Technical Account Management
1 month ago
Ontario, Oregon, Canada MNP Full timeSenior Manager, Technical Account ManagementMNP is seeking a Senior Manager, Technical Account Management to join our Assurance and Accounting team. As a trusted advisor, you will provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.Key ResponsibilitiesLead client-facing engagement teams to complete...
-
Ontario, Oregon, Canada ExecThread Full time**Executive Director of Financial Planning for ExecThread**The ExecThread team is seeking an experienced executive to oversee the organization’s financial planning and strategy. The successful candidate will be responsible for leading the development and implementation of financial plans that align with the company’s goals and objectives, as well as...
-
Senior Wealth Associate
2 months ago
Oakville, Ontario, B8B, Halton, Canada National Bank Full timeA career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients’ accounts to recommend business opportunities...
-
Senior Investment Operations Associate
2 weeks ago
Burlington, Ontario, Halton, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork,service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in...
-
Advisor's Associate
3 weeks ago
Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....
-
Senior Branch Administrator CIBC Wood Gundy
1 month ago
Central Ontario, Canada Canadian Imperial Bank of Commerce Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Branch Administrator to join our team at CIBC Wood Gundy. As a key member of our branch operations team, you will be responsible for managing the day-to-day administrative functions of the branch, including hiring, training, and supervising support staff. You will also be responsible for...
-
Strategic Financial Leader
5 days ago
Ontario, Oregon, Canada Mnp Llp Full timeMnp Llp is seeking a skilled Manager, Assurance to join our team. As a trusted advisor, you will provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.This role involves leading client-facing engagement teams to complete audits, compliance tax engagements, budgeting, internal controls, and...
-
Business Development Expert
3 weeks ago
Central Ontario, Canada Scotiabank Full timeAbout the Role: Small Business AdvisorWe are seeking a skilled Small Business Advisor to join our team at Scotiabank.As a key member of our Canadian Banking Branch network, the successful candidate will provide exceptional service to our customers, building strong relationships and delivering tailored solutions to meet their unique needs.Key...
-
Culinary Operations Partner Long Term Care
22 hours ago
Ontario, Canada Sienna Senior Living Full timeWe are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. Moreover, we truly believe it is a privilege to serve Canada’s seniors, ensuring they live...
-
Ontario, Canada Sienna Senior Living Full timeWe are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. Moreover, we truly believe it is a privilege to serve Canada’s seniors, ensuring they live...
-
Culinary Operations Partner Long Term Care
13 hours ago
Ontario, Canada Sienna Senior Living Full timeWe are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. Moreover, we truly believe it is a privilege to serve Canada’s seniors, ensuring they live...
-
Senior Financial Analyst
2 weeks ago
Toronto, Ontario, Ontario, Canada Corporate Consultants Full timeOur client is a global owner, operator, investor and developer of best-in-class real estate across retail, office, residential, industrial and mixed-use asset classed. Managing over $25 billion in assets, with further expansion planned internationally, the company’s Canadian portfolio comprises a number of landmark properties. The company offers an...