25 meilleures offres (wealth management, halifax, ns) (à pourvoir)

Virtual Financial Advisor - Halifax, Nova Scotia
Scotiabank —Halifax, NS
Wealth Associate
National Bank of Canada —Halifax, NS
- Temps plein
- Anglais
- Microsoft Office
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Halifax, NS
- Temps plein
- Compétences informatiques
- Salesforce
- Recherche
8 h
2027 Winter - GRM, Case Management Intern (8 Months)
Royal Bank of Canada —Halifax, NS
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
4 h
Analyst, High Risk Client Management
Royal Bank of Canada —Halifax, NS
- Temps plein
- Microsoft Outlook
- Analyse de données
- Recherche
il y a 4 jours
Branch Manager, Regional Opportunities (Atlantic Region)
Scotiabank —Halifax, NS
- Déplacements à prévoir
Financial Services Representative
CIBC —Dartmouth, NS
- Temps plein
- Vente
- Services financiers
- Marketing
Administrative Assistant
Royal Bank of Canada —Halifax, NS
- Temps plein
- Traitement de texte
- Saisie de données
- Compétences en communication
il y a 3 jours
Business Operations Support Representative
TD Bank —Halifax, NS
- De 43 900 $ à 58 600 $ par an
- Temps plein
- Microsoft Office
- Expérience administrative
- Baccalauréat
- Congés payés
il y a 11 jours
US WM Operations and Reconciliation Analyst
Royal Bank of Canada —Halifax, NS
- Temps plein
- Microsoft Word
- Microsoft Outlook
- Recherche
il y a 2 jours
High Net Worth Planner
TD Bank —Halifax, NS
- De 115 600 $ à 163 200 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Compétences informatiques
- Congés payés
il y a 1 jour
Financial Planner - Halifax
TD Bank —Halifax, NS
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
Private Banker
Royal Bank of Canada —Halifax, NS
- Temps plein
- Vente
- Maîtrise
- Développement commercial
il y a 12 jours
Associate, Corporate Banking - Halifax, NS
Scotiabank —Halifax, NS
- Microsoft Powerpoint
- Microsoft Word
- Recherche
il y a 10 jours
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Scotiabank —Halifax, NS
- Vente
- Développement commercial
- Formation et développement
Customer Service Associate
Dollar Tree —Halifax, NS
- Temps partiel
- Service à la clientèle
- Hôtel
- Diplôme d'études secondaires
- Assurance Dentaire
- Bourses d'Études
Executive Assistant
CapIntel —Halifax, NS
- Temps plein
- Hôtel
- Sens de l'organisation
- Services financiers
il y a 14 jours
Associate Consultant
HUB International —Halifax, NS
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Recherche
- Bourses d'Études
- Congés payés
il y a 5 jours
Bilingual (French/English) Sales Broker (RIBO Licensed)
OTIP Group of Companies (OTIP, Orbit, Curo) —Dartmouth, NS
- De 55 011 $ à 68 712 $ par an
- Temps plein
- Anglais
- Microsoft Office
- Sens de l'organisation
Postuler rapidement
il y a 11 jours
Financial Advisor, Investment & Retirement Planning - Truro Branch
Scotiabank —Halifax, NS
- Vente
- Développement commercial
- Services financiers
il y a 6 jours
Business Advisor trainee - Regional Opportunities - Nova Scotia
Scotiabank —Halifax, NS
- Service à la clientèle
- Développement commercial
- Diplôme universitaire non requis
il y a 6 jours
Actuarial Analyst (Atlantic Canada)
Telus Health —Halifax, NS
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Anglais
il y a 12 jours
Associate, Family Office Services
MNP —Dartmouth, NS
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Esprit d'analyse
Customer Service Broker (Home & Auto)
OTIP Group of Companies (OTIP, Orbit, Curo) —Dartmouth, NS
- De 52 454 $ à 72 096 $ par an
- Temps plein
- Travail hybride
- Microsoft Office
Postuler rapidement
ScotiaMcLeod Investment Associate - Halifax
Scotiabank —Halifax, NS
- Vente
- Compétences rédactionnelles
- Développement commercial
- Congés payés
il y a 6 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management (halifax, ns)

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Virtual Financial Advisor - Halifax, Nova Scotia

Scotiabank
Halifax, NS

Postuler dès maintenant

Détails du poste

Description complète du poste

Requisition ID: 269978

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

As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here!

What you’ll be doing… In this role, you will be working on-site at our Halifax office to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

Conducting virtual consultations with clients to develop personalized financial plans
Proactively identify new opportunities for clients to optimize their financial well-being
Educating our customers by 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 client relationships
Developing, retaining and growing the business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

Mutual Funds License and progress toward the CIFP Diploma are considered assets but are not mandatory requirements for this role
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
In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards.

What we’re offering…

The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
Recognition and reward for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
You’ll receive clear, transparent criteria to progress in your career. #VFA

Location(s): Canada : Nova Scotia : Halifax

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.

Postuler dès maintenant

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management (halifax, ns)

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