waterloo on wealth management advisor Jobs – 36 Openings This Week

Mortgage Specialist - Kitchener, Cambridge, Waterloo
Scotiabank —Waterloo, ON
- Sales
- Communication skills
- Negotiation
- Dental care
Mortgage Specialist - Guelph
Scotiabank —Guelph, ON
- Sales
- Communication skills
- Negotiation
- Dental care
VP, Group Benefit Services
NFP Corp —Kitchener, ON
- $140,000–$160,000 a year
- Full-time
- Presentation skills
- Organizational skills
- Leadership
7d
Financial Planning Specialist
Royal Bank of Canada —Waterloo, ON
- $90,000–$140,000 a year
- Full-time
- Bilingual
- English
- Microsoft Office
Chief Operating Officer
Cowan Insurance Group —Cambridge, ON
- Full-time
- Hybrid work
- ERP systems
- Finance
- Presentation skills
Quick apply
Product Manager, Crypto
Alpaca —Waterloo, ON
- Remote
- Computer Science
- Engineering
- Finance
Quick apply
Sales & Business Development Broker, Private Client Group (High-Net-Worth)
NFP Corp —Kitchener, ON
- $65,000–$75,000 a year
- Full-time
- Sales
- Business development
Senior Software Engineer - New Markets
Alpaca —Waterloo, ON
- On call
- Remote
- Computer science
- Accounting
- APIs
Quick apply
Insurance Account Manager, Small Market Commercial
NFP Corp —Kitchener, ON
- $60,000–$70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Data Engineer
Alpaca —Waterloo, ON
- Remote
- DevOps
- SQL
- APIs
Quick apply

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Sr BSA with Wealth management Trading experience
APPTOZA INC. —Toronto, ON
 Agile/Scrum certification (CSPO, SAFe) or business analysis certification (CBAP, PMI-PBA).  Work with development teams to implement integration solutions,…
$50.00–$182,663.85 an hour
Quick apply
Mortgage Specialist - Durham
Scotiabank —Ajax, ON
Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.

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Mortgage Specialist - Kitchener, Cambridge, Waterloo

Scotiabank -
Waterloo, ON

Apply Now

Job details

Qualifications

Sales
Communication skills
Negotiation

Full job description

Requisition ID: 240363

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

Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture.

The Role:

We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our team. In this role, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales. With a commission-based compensation structure and the flexibility of a mobile role, this position is ideal for individuals who are entrepreneurial, enthusiastic about making a positive impact and thrive in a results-driven environment.

Is this role right for you? In this role you will:

Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.
Utilize your banking expertise and communication skills to provide tailored mortgage advice that align with clients' financial goals and objectives.
Focus on building trust by delivering transparent and honest advice, building rapport, and maintaining open communication throughout the mortgage process.
Prioritize client experience by understanding client needs, delivering personalized service, and ensuring a seamless mortgage application process.
Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closings while adhering to regulatory requirements.
Remain mobile to be accessible and accommodate clients’ preferences.
Stay informed about market trends, mortgage products, and industry regulations to provide informed advice and maintain a competitive edge in the market.

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

Minimum of 3 years of proven success in the mortgage industry, or a related field.
Strong commitment to trust development, client experience, and delivering exceptional service.
Excellent communication, negotiation, and interpersonal skills, with the ability to influence and build rapport with clients and stakeholders.
Entrepreneurial mindset with a drive to succeed in a commission-based sales environment.

What’s in it for you?

Fully commission-based compensation structure with unlimited earning potential.
Comprehensive benefits package, including health, dental, and retirement savings plans.
Access to our Key Realtor Partners Program enabling you to build lasting relationships with your referral sources.
Market leading dedicated underwriting model gives you one-on-one access to your own underwriter.
Competitive advantage with our industry leading Scotia Total Equity Program allowing you to provide clients with holistic financial advice.
Bespoke programs designed for the unique needs of key client segments.
Leverage the full Retail Bank and anchor clients through the Scotia Mortgage+ Program and Scene+ loyalty offerings.
Ability to build your own support team once you surpass a minimum sales threshold.
Ongoing training and professional development opportunities.
Flexible work arrangements, including remote work options.
Be part of a high performing team, committed to creating and fostering a diverse and inclusive team culture.

Location(s): Canada : Ontario : Waterloo

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.

Apply Now

Refine Your Search

wealth management advisor jobs in waterloo on

Mortgage Specialist - Kitchener, Cambridge, Waterloo

Mortgage Specialist - Guelph

VP, Group Benefit Services

Financial Planning Specialist

Chief Operating Officer

Product Manager, Crypto

Sales & Business Development Broker, Private Client Group (High-Net-Worth)

Senior Software Engineer - New Markets

Insurance Account Manager, Small Market Commercial

Senior Data Engineer

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