Kanata, On Client advisor, affinity programs Jobs – 117 Openings This Week

Financial Advisor, Investment & Retirement Planning - Ottawa Main
Scotiabank —Ottawa, ON
- Sales
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Payroll Specialist
Optimum HR Solutions —Ontario
- Part-time
- Remote
- Sales
- Bachelor's
- Accounting
- Work from home
- Flexible schedule
Quick apply
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Project Controller
Robinson Consultants Inc. —Nepean, ON
- $70,000–$85,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Disability insurance
- Dental care
Quick apply
22h
Part-time Professor - General Carpentry Apprenticeship
Algonquin College —Ottawa, ON
- $80.63–$139.88 an hour
- Part-time
- Hybrid work
- Carpentry
- Teaching
- Dental care
- Tuition reimbursement
Part time Professor, Construction Trades and Building Systems - Welding
Algonquin College —Ottawa, ON
- $80.63–$139.88 an hour
- Part-time
- Hybrid work
- Welding
- Teaching
- Dental care
- Tuition reimbursement
1d
Part-time Test Room Proctor, Centre for Accessible Learning
Algonquin College —Ottawa, ON
- $27.64–$32.01 an hour
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
21h
Customer Success Manager
Intouch Insight —Kanata, ON
- Full-time
- Hybrid work
- Google Suite
- Microsoft Office
- Bachelor's
Quick apply
9h
Part-time Student Web Order Processing/Sales Associate -11 Positions Available (1 Month Contract)
Algonquin College —Ottawa, ON
- $17.60–$27.00 an hour
- Part-time
- Hybrid work
- Sales
- High school diploma or GED
- Cash handling
- Dental care
- Tuition reimbursement
15h
Private Wealth Advisor & Financial Planner
PPF Group —Nepean, ON
- $135,000–$145,000 a year
- Full-time
- CRM software
- Microsoft Office
- Presentation skills
Quick apply
17h
Financial Consultant, Early Career
Scotiabank —Ottawa, ON
- Presentation skills
- Financial services
- Communication skills
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Manager, R3 Project eLearning and Development
Algonquin College —Ottawa, ON
- $88,985–$111,230 a year
- Full-time
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- Education
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- Psychology
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- Tuition reimbursement
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Personal Finance Advisor
Desjardins —Gatineau, QC
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Financial Advisor, Investment & Retirement Planning - Ottawa Main
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Payroll Specialist
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This may include new or updating policy and procedure development, recruitment selection & onboarding, employee handbooks, job descriptions, standardized…
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Senior Manager, Accounting
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client advisor, affinity programs jobs near kanata, on

Financial Advisor, Investment & Retirement Planning - Ottawa Main

Scotiabank -
Ottawa, ON

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Job details

17 hours ago

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 269514

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.

Apply Now

Refine Your Search

client advisor, affinity programs jobs in kanata, on

Financial Advisor, Investment & Retirement Planning - Ottawa Main

Payroll Specialist

Project Controller

Part-time Professor - General Carpentry Apprenticeship

Part time Professor, Construction Trades and Building Systems - Welding

Part-time Test Room Proctor, Centre for Accessible Learning

Customer Success Manager

Part-time Student Web Order Processing/Sales Associate -11 Positions Available (1 Month Contract)

Private Wealth Advisor & Financial Planner

Financial Consultant, Early Career

Manager, R3 Project eLearning and Development

Personal Finance Advisor

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