All jobs in Financial Services

What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank’s Service Standard
• Creating a strong presence within the local business community by developing relationships with various Centres of Influence
• Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses
• Partner with fellow advisors to create a customer centric environment

What you have…

• You possess a results oriented attitude and have sound knowledge of the small business market including the features and benefits of small business products and services, including; an understanding of financial statements,  applicable risk management policies and legal and security documentation for small business products
• You demonstrate excellent business development techniques and are conversant with small business legal structures and life cycles, competitor offerings and alternate sources of financing
• You have good organizational skills and are flexible to adapt to a constantly changing environment
• You are a strong relationship builder and communicator; and enjoy meeting people and are proficient at collaborating with others
• You have an education in a business related discipline or equivalent work experience as a small business owner
• Valid driver’s license and access to a reliable vehicle

What we’re offering…

• The opportunity to join a forward-thinking company with the ability to collaborate with other business lines within the bank
• A rewarding career path with diverse opportunities for professional development
• A competitive compensation and benefits package
• Internal training to support your growth and enhance your skills
• An organization committed to making a difference in our communities– for you and our customers

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. 

What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

Job Overview:

As a Client Solutions Advisor you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen customer relationships through the sale of banking solutions.

Is this role right for you?

• As a Client Solutions Advisor you’re results focused, driven, have strong sales acumen, and love meeting new people.

• You will be responsible for developing and maintaining a relationship of mutual trust and confidence with customers, Mortgage Brokers, and key Scotiabank partners including Home Financing Advisors (HFAs), Broker Relationship Managers (BRMs), Home Financing Lending Managers (HFLMs), Underwriters and other branch employees to ensure successful transition of the customer.

• You’re willing to work variable hours including weekends and evenings and you’re available to meet customers at times that are convenient for them both in person and virtually.

• You possess and maintain a valid driver’s license and have access to a vehicle during working hours.

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

• You have proven experience excelling in a sales environment (across any industry), 2+ years of sales experience is preferred.

• You enjoy the challenge of exceeding targets, and you can effectively manage  changing priorities .

•  You have previous experience of achieving objectives relating to sales results, effective customer hand-off, and adherence to compliance for products delivered and services offered.

• You’re a relationship builder who is focused on providing a great customer experience and deepening relationships with both new and existing customers.

What's in it for you?

• Supportive environment with coaches that are inspired to help you exceed your goals.

• The tools you need to be successful providing customers with advice and product solutions.

• Lucrative compensation package that includes base salary and quarterly compensation, putting you in control of how much you can earn.

• Unique lead generation program, where we provide you, pre-approved customer leads to generate your sales from.

Requirements:

Languages: English

Education: Secondary (high) school graduation certificate

Experience: 1 year to less than 2 years

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates needs College/CEGEP certificate.
Experience: Candidates needs experience of 1 year to less than 2 years

Responsibilities

Tasks

• Calculate and prepare cheques for payroll
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Maintain general ledgers and financial statements
• Post journal entries
• Prepare other statistical, financial and accounting reports
• Prepare tax returns
• Reconcile accounts

How to apply

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through below mentioned details.

By email

ramangumber125@gmail.com

Purpose of Job:

As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.

Is this role right for you?

• You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for them.
• Whether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the community as a Mortgage Advisor.
• This role is 100% commission, which puts your future in your own hands.

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

• You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively.
• You’re a relationship builder (Mortgage Advisor) who is focused on providing a great client experience and growing relationships with existing Bank customers.
• You maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirements.
• You have 3 to 5 years of industry-related experience and a deep understanding of your local market.
• You possess and maintain a driver’s license and have access to personal transportation.

What’s in it for you?

• Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.
• As a Mortgage Advisor you’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.
• You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.
• Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.  
• Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank.

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

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or  Institut québécois de planification financière (IQPF for Quebec residents) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
• You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

The Investment Operations Specialist will work under the overall technical supervision of the Service Chief and the direct supervision of a CFI Officer, in close collaboration with the FAO Representation in the relevant country of assignment. 

Technical Focus: 

Tasks and responsibilities:

• Lead, or participate in, multidisciplinary teams to assist governments in the identification, assessment and preparation of investment operations in the fields of food security, nutrition, agriculture, rural development, natural resource management and climate change adaptation and/or mitigation, and participate in pre-appraisal and appraisal missions.
• Lead, or participates in, multidisciplinary teams for the implementation support and the preparation of final evaluation of investment operations.
• Advise governments, or provide technical expertise, in the preparation of food security, nutrition, agriculture, rural development, natural resource management and climate change adaptation and/or mitigation studies and strategies, and in the formulation of national sector and/or sub-sector investment plans and programmes. ( only for Consultants)
• Advise on developing, or support the development, of inclusive and sustainable food systems, involving producers, their organizations, other private sector actors, civil society organizations and government.
• Lead the formulation, or formulate, and delivers monitoring and evaluation, communication and capacity development strategies and activities in the areas of food security, nutrition, agriculture, rural development, natural resource management and climate change adaptation and/or mitigation, investment support to government staff, and non-state actors and private sector organizations.
• Prepare reports in accordance with government and financing partners’ requirements.
• Promote international cooperation and collaboration leading to new investment opportunities and cooperative agreements, advocates best practices and effective policy dialogue and provides technical expertise at international meetings. 
• Perform other related duties as required.

Candidates Will Be Assessed Against The Following:

Minimum Requirements:

• University degree in economics, agricultural economics, agricultural sciences, environmental sciences, agribusiness management, natural resource management, irrigation and drainage engineering, rural infrastructure engineering, communication, social sciences, international relations or a related field as appropriate for the specific profile. 
• From one to fifteen years of relevant experience in conducting agricultural/rural sector/subsector analytical studies, and/or in planning, design, supervision of agricultural and rural investment operations, including elaboration of feasibility studies and implementation of agricultural and rural investment operations in developing countries and/or countries in transition  
• Working knowledge of English, French or Spanish and limited knowledge of one of the other two or Arabic, Chinese, Russian (for consultants). Working knowledge of English, French, Spanish, Arabic or Russian (for PSAs).