Financial Advisor
3 days ago
Requisition ID: 204705 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 you will be provided in-depth training designed to allow you 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 customer’s 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 individuals and team sales goals that support a positive customer experience **What you need to succeed** - How to build strong customer relationships and deliver excellent customer service - Demonstrated ability to meet and exceed business goals 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 company surrounded by a collaborative team of innovative thinkers - A rewarding career path with diverse opportunities for professionally development - A competitive compensation and benefits package - Internal training to support your growth and enhance your skills - An organization committed to making a difference in our communities - for you and our customers Location(s): Canada : Ontario : New Liskeard 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.
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New Liskeard, Canada St.Cyr & Associates Full time**Job Summary** We are seeking an organized and detail-oriented **Administrative Assistant** to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service. **Key Responsibilities**: - Prepare and organize client meeting materials, summaries,...
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Advisor, Investment and Financing
4 hours ago
New Liskeard, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site.Many opportunities are currently available in Ontario.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed...
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New Liskeard, Canada Desjardins Group Full timeA leading financial cooperative is seeking a Wealth Management Advisor in Cochrane, Alberta. This role involves developing and maintaining trusting relationships with clients, advising them on financial strategies, and managing their financial goals. Candidates should have a Bachelor's degree, a mutual fund representative certificate, and strong...
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Wealth Management Advisor
4 days ago
New Liskeard, Canada Desjardins Full timeAs a wealth management advisor at Desjardins Ontario Credit Union , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...
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Financial Advisor
7 days ago
New Tecumseth, Canada RBC Full timeJob Description 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Financial Advisor
1 week ago
New Tecumseth, Canada Royal Bank of Canada> Full timeJob DescriptionWhat 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Financial Advisor
1 week ago
New Tecumseth, Canada Royal Bank of Canada Full timeJob Description 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Financial Advisor
1 week ago
NEW TECUMSETH, Canada Royal Bank of Canada Full timeJob Description 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Banking Advisor Trainee
3 days ago
New Liskeard, Canada Scotiabank Full timeRequisition ID: 208441 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...
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Personal & Business Financial Advisor
7 days ago
New Tecumseth, Canada RBC Full timeA leading financial services company is seeking a Financial Advisor to build and manage relationships with clients. Responsibilities include providing tailored financial advice, proactive problem-solving, and utilizing digital tools to enhance client interactions. Ideal candidates will have 2-3 years of sales experience in the financial sector and possess...
