Financial Advisor

1 week ago


Kitchener, Canada Scotiabank Full time

Join 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, our focus is to provide exceptional service throughout the customer’s journey by:

  • 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 and deliver excellence customer service
  • The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
  • To uncover and solve for customers’ needs
  • Mutual Funds licence and working towards the 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 : Kitchener



  • Kitchener, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    **Experienced Financial Advisor**: **Are you looking for change, flexibility and practice you can call your own? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our...


  • Kitchener, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    **Experienced Financial Advisor/Planner** **Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.** **Let’s talk. It’s an exciting time to join...


  • Kitchener, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Experienced Financial Advisor/Planner  Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence.  Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.Let’s talk. It’s an exciting time to join us!At...

  • Financial Advisor

    2 months ago


    Kitchener, Canada MD Financial Management Full time

    Requisition ID: 208994 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...

  • Financial Advisor

    3 months ago


    Kitchener, Canada MD Financial Management Full time

    Requisition ID: 208994 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...


  • Kitchener, Canada Financial Horizons Group Full time

    Are you an organized individual who excels in providing support to advisors? Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization? If you nodded ‘yes’ to those questions, you may be the next **Client Support...


  • Kitchener, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    **Insurance Broker/Advisor**: **BECOME A PART OF OUR SUCCESS STORY.** Are you currently a **_Financial Services Professional/Insurance Advisor/Broker_**? Do you want to take your career to the next level? At **Desjardins Financial Security Independent Network (DFSIN)**, due to our exceptional growth we are looking for highly motivated individuals to join...


  • Kitchener, Ontario, Canada BMO Financial Group Full time

    Job Overview:We are seeking an experienced High Net Worth Financial Planning Expert to join our team at BMO Financial Group. As a key member of our wealth planning team, you will be responsible for providing expert financial planning advice to high net worth clients and helping them achieve their financial goals.About the Role:This is a challenging and...


  • Kitchener, Canada Scotiabank Full time

    About the role What your role will be… Senior Financial Advisor At 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 –...

  • Financial Advisor

    2 months ago


    Kitchener, Canada Scotiabank Full time

    Requisition ID: 210268 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Contracting Manager

    4 days ago


    Kitchener, Canada Financial Horizons Group Full time

    Are you a strong leader with excellent interpersonal skills? Do you have extensive experience in an MGA contracting role? Are you an adaptable individual who takes pride in bringing the best out of your teammates? If answering 'yes' to those questions got you excited, then you could be the next **Contracting Manager** to join the Financial Horizons (FH)...


  • Kitchener, Canada Financial Horizons Group Full time

    Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer service? If ‘yes’ is the only answer that comes to mind, then you could be the next **Contracting Specialist **to join the FH family! Curious, and want to know more? Keep reading to see if this...


  • Kitchener, Canada Financial Horizons Group Full time

    Are you someone that loves to stay organized? Do time management skills come naturally to you? Are you a natural at sorting through large volumes of documents? If ‘yes’ is the only answer that comes to mind, then you could be the next **Virtual Mailroom Coordinator** to join the FH family! This is an entry level position with lots of room to grow within...


  • Kitchener, Canada Financial Horizons Group Full time

    Are you someone that loves to stay organized? Do time management skills come naturally to you? Are you a natural at sorting through large volumes of documents? If ‘yes’ is the only answer that comes to mind, then you could be the next **Mailroom Coordinator** to join the FH family! This is an entry level position with lots of room to grow within the...


  • Kitchener, Canada Wagner Livock and Associates Full time

    At Wagner, Livock & Associates, we work together to make a meaningful impact on our clients’ lives and build an environment where every member of our team discovers their greatest potential. As a Licensed Administrator, you will play a pivotal role in ensuring that all client transactions and administrative processes are handled with precision and in...


  • Kitchener, Canada Your Neighbourhood Credit Union Full time

    **Posting #**:24-27 **Location**:Windsor, London, Stratford, Mitchell, Woodstock (surrounding area) **Job Type**:Full-Time Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal? Here at Your Neighbourhood Credit...

  • Outside Sales Advisor

    7 months ago


    Kitchener-Waterloo, Canada DUNN Heating & Air Conditioning Full time

    **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...

  • Service Advisor

    2 weeks ago


    Kitchener, ON, Canada The Canada Life Assurance Company Full time

    Permanent Full Time - As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional...

  • Client Advisor

    3 weeks ago


    Kitchener, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...


  • Kitchener, Canada FBC Farm and Small Business Tax Consultants Full time

    Overview As a Local Tax and Member Services Advisor, you will meet with Members in their place of business to understand their financial situation and provide tailored tax strategies that minimize taxes in both the short and long term. In addition, you will introduce them to our full range of services, including bookkeeping, legal assistance, payroll,...