Columbus Service and branch representative Jobs – 16 Openings This Week

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Sales
Regional Director- East Region
CarePartners —Oshawa, ON
- $145,000–$150,000 a year
- Full-time
- Caregiving
- Microsoft Office
- Travel
- Dental care
- Employee assistance program
Inventory Control Coordinator
Martin Brower —Oshawa, ON
- $55,000–$65,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Advisor, Investment & Retirement Planning - Ashly Place, Uxbridge, Ontario
Scotiabank —Uxbridge, ON
- Sales
Senior Computer Forensic Investigator
Ministry of Finance —Oshawa, ON
- $92,976–$135,136 a year
- Bilingual
- English
- Analysis skills
- Dental care
- Employee assistance program
10d
Client Service Assistant, Private Wealth
BMO Financial Group —Oshawa, ON
- $33,600–$50,900 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
9d
Member Services Representative-18 Month Contract
Meridian Credit Union —Pickering, ON
- $47,775–$60,400 a year
- Evenings as needed
- Microsoft Outlook
- Customer service
- Microsoft Office
- Tuition reimbursement
- Paid time off
6d
Customer Service Representative
BMO Financial Group —Whitby, ON
- $34,750–$47,250 a year
- Part-time
- Sales
- No experience needed
- Communication skills
- Tuition reimbursement
- Life insurance
Regional Market Development Manager - Limited Term
Ontario Tech University —Oshawa, ON
- $75,900–$95,700 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Outside Automation Sales Specialist
Westburne —Oshawa, ON
- Full-time
- Sales
- Travel
- Time management
Quick apply
Outside Automation Sales Specialist Drives and MCC
Westburne —Oshawa, ON
- Full-time
- Sales
- Travel
- Time management
Quick apply

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Customer Service Representative, Richmond Hill Branch - English / Chinese
Industrial and Commercial Bank of China (Canada) —Richmond Hill, ON
Minimum of post-secondary degree or College Diploma in Finance, Economics, Accounting, Business Administration, or a related field. A higher degree is an asset;
Quick apply
Sales Director, Experior
IVARI —Toronto, ON
Work closely with the Sales VP, Managing Director and Account Management team to develop annual sales plans consistent with regional Experior sales plan for…
$98,000–$132,000 a year
Quick apply
21h

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service and branch representative jobs near columbus

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Scotiabank -
Oshawa, ON

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Job details

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 260899

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

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, 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.

#financialplanner

Location(s): Canada : Ontario : Oshawa

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

service and branch representative jobs in columbus

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Regional Director- East Region

Inventory Control Coordinator

Financial Advisor, Investment & Retirement Planning - Ashly Place, Uxbridge, Ontario

Senior Computer Forensic Investigator

Client Service Assistant, Private Wealth

Member Services Representative-18 Month Contract

Customer Service Representative

Regional Market Development Manager - Limited Term

Outside Automation Sales Specialist

Outside Automation Sales Specialist Drives and MCC

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