13 meilleures offres (banking advisor, halifax ns) (à pourvoir)

Wealth Associate
Owens MacFadyen Group —Halifax, NS
- À partir de 60 000 $ par an
- Temps plein
- Bilingue
- Microsoft Excel
- Anglais
Postuler rapidement
il y a 1 jour
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Halifax, NS
- Fins de semaine au besoin
- Bilingue
- Anglais
- Agile
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Halifax, NS
- Fins de semaine au besoin
- Agile
- Services financiers
- Compétences en communication
Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton
Scotiabank —Halifax, NS
- Vente
il y a 14 jours
Wealth Associate
National Bank of Canada —Halifax, NS
- Temps plein
- Service à la clientèle
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 8 jours
Associate Insurance Service Advisor - Halifax, NS
Scotiabank —Halifax, NS
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner, Scotia Financial Planning - Halifax, NS
Scotiabank —Halifax, NS
- Vente
- Déplacements à prévoir
Assistant Branch Manager
Royal Bank of Canada —Halifax, NS
- Temps plein
- Bilingue
- Vente
- Anglais
12 h
Financial Advisor
Royal Bank of Canada —Halifax, NS
- Temps plein
- Vente
- Finance
- Services financiers
il y a 1 jour
Branch Manager
Richardson Wealth Ltd —Halifax, NS
- Temps plein
- Microsoft Office
- Baccalauréat
- Sens de l'organisation
Postuler rapidement
il y a 4 jours
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Scotiabank —Halifax, NS
- Expérience en gestion
Senior Financial Advisor - Upper Tantallon, Hubley Centre, NS
Scotiabank —Upper Tantallon, NS
- Vente
il y a 8 jours
Wealth Coach - Anywhere in Canada (Except Quebec)
Control And Compound Financial —Canada
- De 80 000 $ à 90 000 $ par an
- Temps plein
- Télétravail
- Microsoft Outlook
- Vente
- Microsoft Office
- Programmes de Bien-être
- Assurance Dentaire
Postuler rapidement
il y a 6 jours

Discover related jobs

Based on your search for banking advisor jobs.

Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Halifax, NS
Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Halifax, NS
Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Chief Financial Officer (CFO)
Bolder Developments —Toronto, ON
Oversee daily operations, develop strategic plans and control budgets to optimize business growth. University degree in Accounting, Finance, Business…
De 132 144 $ à 180 000 $ par an
Postuler rapidement
Experienced Accident Benefit Claims Advisor- Senior
TD Bank —Markham, ON
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
De 66 800 $ à 94 300 $ par an

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (halifax ns)

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

banking advisor jobs near halifax ns

Branch Manager (Halifax, NS) : offres d'emploi

Financial Advisor (Halifax, NS) : offres d'emploi

Insurance Advisor (Halifax, NS) : offres d'emploi

Financial Planner (Surrey, BC) : offres d'emploi

Financial Planner (Alberta) : offres d'emploi

Entry Level Financial (Brampton, ON) : offres d'emploi

Production Planner (Montréal, QC) : offres d'emploi

Maintenance Planner (Mississauga, ON) : offres d'emploi

Financial Planner (South Surrey, BC) : offres d'emploi

Financial Planner (Red Deer, AB) : offres d'emploi

Financial Advisor (Victoria, BC) : offres d'emploi

Home Solutions Advisor (Montréal, QC) : offres d'emploi

Paramed Home Health Care (Kitchener Waterloo, ON) : offres d'emploi

Home Solutions Advisor (Nova Scotia) : offres d'emploi

Td, Claims Advisor (Calgary, AB) : offres d'emploi

Retirement Home (Barrie, ON) : offres d'emploi

Sales Manager (Calgary, AB) : offres d'emploi

Product Manager (Brampton, ON) : offres d'emploi

Customer Service Manager (Remote) : offres d'emploi

District Manager (Ontario) : offres d'emploi

Wealth Associate

Owens MacFadyen Group
Halifax, NS

Postuler rapidement

Détails du poste

Permanent | Temps plein
À partir de 60 000 $ par an
Il y a 1 jour

Profil recherché

Bilingue
Français
Microsoft Excel
Anglais
Expérience administrative
Cours sur le commerce des valeurs mobilières au Canada (CCVM)

Description complète du poste

Owens MacFadyen Group (OMG) is a boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality, and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people and growing. Our four offices include: Toronto, Halifax, Saint John & Moncton.

We are currently seeking a Wealth Associate in our Halifax office.

Key Responsibilities:

· Supporting Advisors in delivering first-class financial planning and strategic wealth management services to clients.

· Managing client reviews, scheduling meetings, and preparing meeting materials.

· Facilitating client communication and relationship building.

· Overseeing advisor practice workflow and ensuring operational efficiency.

· Managing and processing all areas of client service, including annual reviews, insurance premiums, wealth transfers, and tax reporting.

· Handling the full wealth account opening cycle, client updates, and life insurance application processes.

· Processing trades and money movements accurately and efficiently.

· Experience peer-reviewing tasks and mentoring newer team members.

· Collaborating with the Advisor Team on complex financial situations.

· Preparing investment portfolio reviews and client presentations with guidance from the Advisor.

· Managing day-to-day client requests and partnering with internal teams to ensure timely execution.

· Delivering high-touch, personalized client service with rapid resolution of inquiries.

· Acting as team lead during tax reporting season, liaising with tax professionals and clients to provide necessary documentation and updates.

· Engaging in continuous learning and professional development to enhance skills and knowledge.

· Performing other relevant duties as assigned, in alignment with evolving organizational needs.

· Reception back up

· 100% in office

Desired Skills and Experience:

2+ years of progressive work experience in a similar role within the financial services industry, wealth, banking, and/or administration

Bilingual English & French would be considered a strong asset.

Investment Representative licensing is required, including successful completion of:

o Canadian Securities Course (CSC)

o Conduct and Practices Handbook Course (CPH)

Registered Representative licensing is preferred, including completion of the Wealth Management Essentials Course (WME).

Dynamics 365

Life Insurance experience considered a strong asset

Strong administrative background

Strong proficiency in Microsoft Applications (Excel – advanced)

High performer with high attention to detail

Is professional when responding to client service inquiries and can confidently interact with other professionals such as accountants and lawyers

Benefits of working with Owens MacFadyen Group (OMG)

· Competitive compensation and comprehensive benefits program

· Positive culture where team members are valued and respected

· Innovative and collaborative work environment

· Investment in ongoing professional development

· Commitment to and supportive of community involvement

· Work-life balance

Final compensation will be based on the successful candidate’s experience, qualifications, technical expertise, certifications, geographic location and overall alignment with the requirements of the position. Compensation may vary to reflect local market conditions and cost of labour within the candidate’s work location.

Compensation at OMG is established on a role-specific basis, considering factors such as scope, complexity, accountability, value provided, experience and required expertise. Final compensation will vary from the expected amount depending on the successful candidate’s profile and the final scope of responsibilities.

Job Types: Full-time, Permanent

Pay: From $60,000.00 per year

Licence/Certification:

CSC/CPH(RR) (required)

Work Location: In person

Postuler rapidement

Affinez votre recherche

banking advisor emplois - halifax ns

Wealth Associate

Bilingual Home Advisor, RBC Advice Centre

Home Advisor, RBC Advice Centre

Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton

Wealth Associate

Associate Insurance Service Advisor - Halifax, NS

Financial Planner, Scotia Financial Planning - Halifax, NS

Assistant Branch Manager

Financial Advisor

Branch Manager

Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

Senior Financial Advisor - Upper Tantallon, Hubley Centre, NS

Wealth Coach - Anywhere in Canada (Except Quebec)

Discover related jobs

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (halifax ns)

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact