3 meilleures offres (investment banking, nepean on) (à pourvoir)

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Vente
Investment Advisor Assistant
Ventum Financial Corp. —Ottawa, ON
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
Investment Advisor
Ventum Financial Corp. —Ottawa, ON
- Temps plein
- Expérience administrative
- Capacités de présentation
- Compétences en communication
Postuler rapidement

Discover related jobs

Based on your search for investment banking jobs.

Data Science Consultant - AI Trainer
DataAnnotation —Nepean, ON
A bachelor's degree in a quantitative field preferred (Statistics, Computer Science, Mathematics, Engineering, or similar); an advanced degree (Master’s or PhD)…
De 50,00 $ à 140,56 $ de l’heure
Postuler rapidement
Remote Bilingual Customer Service Representative (English/French)
NTT DATA Canada, Inc. —Ottawa, ON
Deliver first class service by accurately assessing and responding to customer needs, using sound judgment when recommending appropriate solutions.
De 16,20 $ à 18,50 $ de l’heure

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE
Scotiabank —Toronto, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
il y a 7 jours
Investment Advisor
Royal Bank of Canada —Oshawa, ON
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment banking (nepean on)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

investment banking jobs near nepean on

Financial Advisor (Ottawa, ON) : offres d'emploi

Investment Advisor Assistant (Ottawa, ON) : offres d'emploi

Financial Advisor (St. Albert, AB) : offres d'emploi

Financial Advisor (Airdrie, AB) : offres d'emploi

A Financial (Whistler, BC) : offres d'emploi

Insurance Advisor (Surrey, BC) : offres d'emploi

Financial Advisor (Gatineau, QC) : offres d'emploi

Financial Advisor (Maple Ridge, BC) : offres d'emploi

Western Financial Group (Winnipeg, MB) : offres d'emploi

Cibc Financial Services Representative (Ontario) : offres d'emploi

Early Childhood Educator Resource Consultant (Ontario) : offres d'emploi

Investment Banking (Ontario) : offres d'emploi

Strategy Consultant (Vancouver, BC) : offres d'emploi

Investment Consultant (Montréal, QC) : offres d'emploi

Investment Consultant (Ontario) : offres d'emploi

Nurse Consultant (Ottawa, ON) : offres d'emploi

Investment Consultant (Victoria, BC) : offres d'emploi

Investment Consultant (Surrey, BC) : offres d'emploi

Investment Banking (Montréal, QC) : offres d'emploi

Child Care Assistant (Hamilton, ON) : offres d'emploi

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Scotiabank -
Ottawa, ON

Postuler dès maintenant

Détails du poste

Profil recherché

Investissement
Vente
CFP

Description complète du poste

Requisition ID: 252519

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

Location(s): Canada : Ontario : Ottawa

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. 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.

Postuler dès maintenant

Affinez votre recherche

investment banking emplois - nepean on

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Investment Advisor Assistant

Investment Advisor

Discover related jobs

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment banking (nepean on)

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact