20 meilleures offres (investment representative, nepean, on) (à pourvoir)

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Vente
Financial Services Representative - Full Time
Meridian Credit Union —Ottawa, ON
- De 47 775 $ à 62 200 $ par an
- Fins de semaine au besoin
- Vente
- Esprit d'analyse
- Diplôme universitaire non requis
- Bourses d'Études
- Congés payés
Financial Services Representative - Full Time - Clyde Ave (9 months contract)
Meridian Credit Union —Nepean, ON
- De 47 775 $ à 62 200 $ par an
- Fins de semaine au besoin
- Vente
- Esprit d'analyse
- Diplôme universitaire non requis
- Bourses d'Études
- Congés payés
Business Development & Marketing Manager
Gowling WLG —Ottawa, ON
- De 107 000 $ à 132 000 $ par an
- Temps plein
- Travail hybride
- Logiciels de GRC/CRM
- Vente
- Marketing
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Administrative Associate
Wellington-Altus Private Wealth Inc. —Ottawa, ON
- De 50 000 $ à 60 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Vie
Capture Management Director
AECOM —Ottawa, ON
- De 175 000 $ à 250 000 $ par an
- Temps plein
- Télétravail
- Vente
- Développement commercial
- Baccalauréat
- Plan d'actionnariat des employés
- Assurance Dentaire
Director, Housing Development, Leasing and Strategic Asset Management
National Capital Commission —Ottawa, ON
- De 154 301 $ à 170 710 $ par an
- Heures supplémentaires
- Bilingue
- Finance
- Leadership
il y a 8 jours
Associate (Full Time, 15-Month Term)
Wellington-Altus Private Wealth Inc. —Kanata, ON
- De 55 000 $ à 70 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Vie
Senior Retail Credit Risk Officer
Alterna —Ottawa, ON
- De 65 000 $ à 75 000 $ par an
- Travail hybride
- Microsoft Excel
- Esprit d'analyse
- Services financiers
Postuler rapidement
Senior HR Business Partner
Stantec —Ottawa, ON
- De 95 400 $ à 143 100 $ par an
- Temporaire
- Microsoft Office
- Baccalauréat
- Déplacements à prévoir
- Programmes de Bien-être
- Plan d'actionnariat des employés
il y a 6 jours
Credit Operations Representative
Alterna —Ottawa, ON
- De 45 255 $ à 55 000 $ par an
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Finance
Postuler rapidement
il y a 6 jours
Sales Development Representative
N-able —Ottawa, ON
- De 44 800 $ à 64 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- En présentiel
- Plan d'actionnariat des employés
- Assurance Dentaire
il y a 7 jours
Représentant au service à la clientèle III / Customer Service Representative III (GZ) - Evergreen
Enbridge —Gatineau, QC
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Jours fériés payés
Financial Services Representative
CIBC —Kanata, ON
- Temps plein
- Vente
il y a 2 jours
Door-to-Door Field Marketing Representative
Maple City Painters and Renovations Inc —Ottawa, ON
- De 18 $ à 40 $ de l’heure
- Temps partiel
- Bilingue
- Vente
- Salesforce
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 9 jours
Universal Banker
CIBC —Stittsville, ON
- Temps plein
- Vente
Wealth Management Advisor
Desjardins —Gatineau, QC
- Fins de semaine au besoin
- Travail hybride
- Finance
- Baccalauréat
- Affaires
il y a 5 jours
Financial Planner II (CIRO-ID)
CIBC —Ottawa, ON
- Temps plein
ScotiaMcLeod Administrative Associate - Ottawa
Scotiabank —Ottawa, ON
- Sens de l'organisation
- Compétences en communication
- Gestion du temps
- Congés payés
il y a 4 jours
Universal Banker I
CIBC —Ottawa, ON
- Temps plein
- Vente
il y a 2 jours

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

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

Scotiabank -
Ottawa, ON

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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.

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

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