Senior Financial Advisor
3 days ago
Requisition ID: 245746Join 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…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 forEducating our customers, providing relevant insights and expert adviceBuilding our customer’s comprehensive plans using a holistic approach to help them achieve their goalsNurturing strong, long-standing relationshipsDeveloping, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experienceWhat you need to succeed…The appetite and drive to build strong customer relationshipsA strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutionsThe proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goalsA Mutual Funds licence and completed CIFP DiplomaWhat 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 : Waterloo 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, 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 (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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.
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Financial Advisor
4 days ago
Waterloo, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Financial Advisor
6 days ago
Waterloo, Canada Royal Bank of Canada Full time**What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events....
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Senior Financial Advisor
4 hours ago
(s): Canada : Ontario : Waterloo Scotiabank Global Site Full timeRequisition ID: 245746Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...
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National Advisor Experience Manager
2 weeks ago
Waterloo, Canada FaithLife Financial Full timeAre you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...
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Senior Financial Analyst
2 weeks ago
Waterloo, Ontario, Canada Manulife Full timeThe Group Benefits Financial Reporting, Planning and Analysis team is looking for a tech savvy Senior Financial Analyst to take ownership of our Advisor Rewards bonus database and reporting who has strong excel capability and with experience or an interest in using more advanced tools. The Group Benefits Advisor Rewards Program enables our sales teams to...
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Compensation Specialist
5 days ago
Waterloo, Canada Manulife Financial Full timeA leading financial services firm is seeking a Compensation Specialist in Waterloo. This role involves managing advisor compensation across various channels while ensuring compliance and timely processing. Candidates should have exceptional communication skills, be bilingual in French and English, and possess strong analytical and problem-solving abilities....
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Associate Wealth
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Waterloo, Canada Manulife Full timeManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement...
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Mortgage Advisor
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Waterloo, Canada BMO Financial Group Full time664 Erb Street West Waterloo Ontario,N2T 2Z7 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Advisor can offer you all that and much more. Expect to fill an important and rewarding role - helping...
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Associate Financial Advisor
4 days ago
Waterloo, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
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Senior Financial Analyst
1 week ago
Waterloo, Canada Ontario Teachers Insurance Plan Full timeFinance and Accounting location_on Waterloo, ONWith every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for...