Financial Advisor
6 days ago
Requisition ID: 169492 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Financial Advisor you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey. **Is this role right for you? In this role, you will**: - Be passionate about financial sales as well as delivering trusted financial advice to customers - Educate customers, providing relevant insights and expert advice - Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources - Understand the importance of being results-driven - Be highly engaged - Demonstrate a collaborative approach when dealing with peers, customers, and partners - Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - Sales management experience and the ability to market Scotiabank - The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers - A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent) **What’s in it for you?** - A competitive compensation and benefits package - Ability to make a lasting impact on customers - An inclusive culture where we value and recognize our employees’ contributions - An organization committed to making a difference in our communities - for you and your customers - You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers - You’ll receive clear transparent criteria to progress in your career Location(s): Canada : Quebec : Montreal 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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SUN LIFE FINANCIAL ADVISOR
7 days ago
Québec, QC, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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SUN LIFE FINANCIAL ADVISOR
7 days ago
Québec, QC, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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SUN LIFE FINANCIAL ADVISOR
7 days ago
Québec, QC, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Associate Wealth Advisor
2 weeks ago
Québec, Canada Raymond James Financial Full time**Associate Wealth Advisor** - 2301094 **Job Summary** Become a member of one of the most respected teams in the wealth mangement industry. Eric Muir, the principal Portfolio Manager of The Muir Investment Team was recently named to the Globe &Mail/Shook survey as one of the top Wealth Advisors in Canada for 2021. We believe that each team member should...
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Senior Financial Planner, MD Signature
8 hours ago
Québec City, Canada MD Financial Management Full timeIs this role right for you? In this role you will: Expert Level Client Discovery MDS Discovery meetings are a key component of our client value proposition. In this meeting SFPs will go beyond the surface level and help our clients uncover what is most important today and in the future. This often involves the cocreation of goals and objectives with our...
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Advisor, Investor Relations
3 days ago
Québec, Quebec, Canada iA Financial Group (Industrial Alliance) Full timeDescriptionBuild the future with usAre you motivated by iA Financial Group's mission and keen to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As an Investor Relations Advisor, you will play a key role in iA Financial Group's financial communications strategy and in promoting the company...
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Québec, Quebec, Canada MD Financial Management Inc. Full timeRequisition ID: 244912Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans, initiatives are delivered in support of the team's business strategies and...
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Senior Financial Advisor
2 weeks ago
Québec, Quebec, 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 Advisor
3 days ago
Québec, Quebec, 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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Québec, Canada Desjardins Group Full timeA leading cooperative financial organization in Montérégie is seeking an advisor in investment and financing. You will assist members with their investment and financing needs while providing high-quality service. Ideal candidates should be committed to optimizing financial health and fostering business relationships. This role includes competitive salary,...