Financial Advisor
6 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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Wealth Management Advisor
1 week ago
New Liskeard, Canada Desjardins Full timeAs a wealth management advisor, 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 appropriate solutions to meet their...
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Wealth Management Advisor
3 weeks ago
New Liskeard, Canada Desjardins Full timeOverviewJoin to apply for the Wealth Management Advisor role at Desjardins.ResponsibilitiesAdvise members and clients on the best strategies and work with them to identify expected results.Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.Stay up-to-date on the financial...
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Wealth Management Advisor
3 weeks ago
New Liskeard, Canada Desjardins Full timeOverviewJoin to apply for the Wealth Management Advisor role at Desjardins.ResponsibilitiesAdvise members and clients on the best strategies and work with them to identify expected results.Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.Stay up-to-date on the financial...
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Wealth Management Advisor
1 week 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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Wealth Growth Advisor — Flexible Vacation
3 weeks ago
New Liskeard, Canada Desjardins Full timeA leading financial services organization is seeking a Wealth Management Advisor in New Liskeard, Ontario. The role involves advising clients, managing business relationships, and staying updated on market trends. Candidates should hold a relevant bachelor's degree and have strong bilingual communication skills. This is a full-time position offering a...
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Wealth Growth Advisor — Flexible Vacation
3 weeks ago
New Liskeard, Canada Desjardins Full timeA leading financial services organization is seeking a Wealth Management Advisor in New Liskeard, Ontario. The role involves advising clients, managing business relationships, and staying updated on market trends. Candidates should hold a relevant bachelor's degree and have strong bilingual communication skills. This is a full-time position offering a...
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Financial Advisor
3 days ago
New Tecumseth, 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
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Financial Advisor
6 days ago
New Minas, Canada Scotiabank Full timeRequisition ID: 162414 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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Banking Advisor Trainee
6 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...
