Senior Financial Advisor
5 days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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 – 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…
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
- 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
- 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.
-
Senior Financial Advisor
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeWe are seeking a Senior Financial Advisor to join our team at Scotiabank.About the RoleAs a Senior Financial Advisor, you will be responsible for building strong relationships with our customers and providing expert advice on their financial needs.Key Responsibilities:Taking a proactive approach to understanding customer needs and preferencesEducating...
-
Financial Advisor Trainee
2 days ago
Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from **becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Financial Advisor New Career
7 months ago
Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Financial Advisor New Career** Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal...
-
Financial Advisor
6 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $60,000 -$70,000 **Responsibilities**: - Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals - Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs - Work directly with clients to...
-
Financial Advisor
7 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Advisor
7 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Senior Financial Advisor
2 months ago
Hamilton, Canada Scotiabank Full timeRequisition ID: 210524Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What 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...
-
Financial Advisor
6 months ago
Hamilton, Canada Royal Bank of Canada Full time**Job Summary** - You are a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs - You leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s...
-
Financial Services Advisor
3 weeks ago
Hamilton, Ontario, Canada Tangram Full timeAbout the RoleAs a Financial Services Advisor at Tangram, you will play a vital role in helping our clients achieve their financial goals. This includes preparing financial statements and management accounts, tax compliance, budgeting, forecasting, and providing business advisory services.About You:We are looking for an individual with a strong accounting...
-
Senior Financial Consultant
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeAbout the roleThis senior financial advisor position at Scotiabank offers a unique opportunity to make an impact in our customers' futures.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...
-
Senior Financial Advisor
1 month ago
Hamilton, Canada Scotiabank Full timeRequisition ID: 211394Join 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...
-
Financial Services Officer
3 months ago
Hamilton, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Collections Advisor Hamilton
6 months ago
Hamilton, Canada Scotiabank Full timeRequisition ID: 192825 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Collections Advisor** Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and...
-
Hamilton, Ontario, Canada Royal Bank of Canada Full timeUnlock your full potential as a Lead Financial Advisor at Royal Bank of Canada, where you can build a lucrative career helping clients achieve their financial goals. With an estimated salary range of $80,000 to over $150,000 per year, depending on performance and experience, you'll have the opportunity to earn unlimited commissions and fees.About the...
-
Financial Planning and Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Bank of Montreal Full timeOverviewBMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.Estimated Salary Range$85,000 - $120,000 per year, depending on experience and location.Job...
-
Financial Representative
6 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $50,000 - 60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Representative
6 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $50,000 - $60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Senior Financial Expert
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeRole OverviewWe are seeking a Senior Financial Expert to join our Canadian Banking Branch network in Hamilton, Ontario. As a key member of our team, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.
-
Senior Financial Clerk
2 weeks ago
Hamilton, Ontario, Canada beBee Professionals Full time $45,000 - $60,000Job Overview:We are seeking a detail-oriented Senior Financial Clerk to join our finance team at beBee Professionals in Hamilton.
-
Financial Consultant
7 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $75,000 **Responsibilities**: - Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor - Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other...