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Financial advisor Jobs in Cole Harbour, NS

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Financial advisor • cole harbour ns

Last updated: 1 day ago
Financial Advisor

Financial Advisor

VenorHalifax / Dartmouth, NS
Full-time
Venor is proud to partner with CUA in their search for a Financial Advisor.Over the past 75 years, CUA has built its business by delivering on its differentiators of flexible products, personalized...Show moreLast updated: 30+ days ago
Financial Accountant

Financial Accountant

The Cahill GroupDartmouth, NS, CA
Full-time +1
Atlantica is looking for our next Financial Accountant based in our Dartmouth, Nova Scotia office.This Might Be The Right Fit For You If. You are currently pursuing or recently obtained your CPA des...Show moreLast updated: 4 days ago
Financial Analyst

Financial Analyst

CGIHalifax, Nova Scotia, Canada
Full-time
Join CGI in the Finance Business Engineering (FBE) team as a Financial Analyst to work closely with sales and Business Engineering to create financial models related to large new client sales propo...Show moreLast updated: 17 days ago
Service Advisor

Service Advisor

DartmouthDartmouth, Nova Scotia, Canada
Full-time
Come work for the best! We welcome you to apply today to join our family at Bayview.Here youre able to contribute to our goal of providing an extraordinary experience to all of our clients.At Bayvi...Show moreLast updated: 9 days ago
Interim Accessibility Advisor

Interim Accessibility Advisor

Mount Saint Vincent UniversityHalifax, Nova Scotia, Canada
Full-time +2
Mount Saint Vincent University is strongly committed to fostering diversity and inclusion within our community and encourages applications from all qualified candidates including women persons of a...Show moreLast updated: 30+ days ago
Sun Life Financial Advisor

Sun Life Financial Advisor

Sun LifeHalifax, Nova Scotia, Canada
Full-time +1
You are as unique as your background experience and point of view.Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields...Show moreLast updated: 6 days ago
Financial Advisor Mic Mac Mall, Dartmouth, NS

Financial Advisor Mic Mac Mall, Dartmouth, NS

Scotiabank Global SiteDartmouth, Nova Scotia, Canada
Full-time
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.At Scotiabank we help employees build their futures where they can be themselves and win togethe...Show moreLast updated: 13 days ago
  • Promoted
Gender Advisor

Gender Advisor

Cuso InternationalHalifax, NS
Permanent
This Volunteer Placement is Located in : .Belize, Dominica, Grenada, Guyana, Jamaica, St.Vincent and the Grenadines, Suriname. Eligibility : Open to Canadian Citizens, Permanent Residents of Canada, an...Show moreLast updated: 14 days ago
Term Service Advisor

Term Service Advisor

Steele Auto Group CareersDartmouth, Nova Scotia, Canada
Full-time
At Steele Auto Group work is more than a chance to inspire positive impact through every interaction every vehicle every journey. Our people are at the heart of it all because everything we do is d...Show moreLast updated: 30+ days ago
Benefits Advisor

Benefits Advisor

CB CanadaDartmouth, Nova Scotia, Canada
Permanent
We are a publicly traded company and have been in business for over 70 years.With record growth comes an increased demand for our services and products. While other companies are laying off and down...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

VenorTalentDartmouth, NS, CA
Full-time
Venor is proud to partner with CUA in their search for a Financial Advisor.Over the past 75 years, CUA has built its business by delivering on its differentiators of flexible products, personalized...Show moreLast updated: 22 days ago
Financial Advisor CIRO MFD

Financial Advisor CIRO MFD

Canadian Imperial Bank of CommerceHalifax, Nova Scotia, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Senior Financial Advisor - Banking & Wealth Planning

Senior Financial Advisor - Banking & Wealth Planning

ScotiabankDartmouth, NS, CA
Full-time
A leading financial institution is seeking a Senior Financial Advisor for a 12-month temporary assignment in Dartmouth, NS. The role emphasizes exceptional customer service, relationship building, a...Show moreLast updated: 1 day ago
  • Promoted
Service Advisor

Service Advisor

Bayview Trucks - DartmouthDartmouth, NS, Canada
Full-time
Come work for the best! We welcome you to apply today to join our family at Bayview.Here, you're able to contribute to our goal of providing an extraordinary experience to all of our clients.At...Show moreLast updated: 9 days ago
financial advisor

financial advisor

Credit Union AtlanticHalifax, NS, CA
Permanent
Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience : 1 year to less than 2 years. Financial planning and services.Identify clients...Show moreLast updated: 21 days ago
CA Financial Advisor - Surrey, BC - Market 14, Region 137

CA Financial Advisor - Surrey, BC - Market 14, Region 137

Edward JonesHalifax, NS, CA
Full-time
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, ...Show moreLast updated: 14 days ago
Service Advisor

Service Advisor

Wonder Auto & TireHalifax, Nova Scotia, Canada
Full-time
Service Advisor - Wonder Auto & Tire Centre.Hey there! We are looking for a super friendly and helpful person to join our Service team at Wonder Auto & Tire Centre Halifax.Shift Auto Group ...Show moreLast updated: 29 days ago
Junior Financial Consultant

Junior Financial Consultant

Halifax WaterHalifax, Nova Scotia, Canada
Full-time
Under the supervision of the Manager of Finance.A primary function will include providing financial analysis at both strategic and operational levels. As an integral member of the Finance team the J...Show moreLast updated: 5 days ago
Financial Team Lead

Financial Team Lead

Forward CreativeHalifax, Nova Scotia, Canada
Full-time
Were hiring a CPA Financial Team Lead to bring structure clarity and leadership to our internal and client-facing finance operations. From reviewing books and tax filings to guiding our bookkeeping...Show moreLast updated: 28 days ago
People also ask
Financial Advisor

Financial Advisor

VenorHalifax / Dartmouth, NS
30+ days ago
Job type
  • Full-time
Job description

Venor is proud to partner with CUA in their search for a Financial Advisor. Over the past 75 years, CUA has built its business by delivering on its differentiators of flexible products, personalized service and quick decisions made here by people who know and love our Province. CUA’s continued growth and member satisfaction reflect a team of big-thinking problem-solvers who think outside the box to help everyday people get ahead. Members of the CUA team create an exceptional banking experience for 20,000 individuals and businesses across Nova Scotia.

Reporting to the Branch Manager, the Financial Advisor is responsible for proactively leading sales and advisory services to members, maximizing the opportunity for CUA to meet all of their financial and banking needs. The Financial Advisor executes strategic business development to secure new members, particularly in target market segments defined by CUA. In addition, this position ensures that all sales and advisory services directly help members to achieve their full financial potential and also meet CUA’s business objectives.

What you’ll be doing :

  • Drive sales performance by meeting or exceeding targets for loans, deposits, financial products, and membership growth
  • Proactively engage with existing members to build strong relationships, understand their financial needs, and increase wallet share
  • Deliver exceptional service by consistently meeting or surpassing member service standards and providing tailored financial advice
  • Identify members’ unique financial goals and recommend appropriate CUA products and services to support their financial success
  • Contribute to business development by acquiring new members and securing a defined share of their banking business
  • Build and maintain a network of external partners and referral sources using the centres of influence model to drive new business
  • Accurately and efficiently process members’ daily banking transactions across CUA’s delivery channels in accordance with defined standards

What we are looking for :

  • Undergraduate degree or diploma in Business Administration, with three to five years relevant experience in a financial institution; or equivalent combination of training and experience
  • Thrives in engaging in and securing new business from existing and prospective members; proactively pursues business and operational solutions
  • Superior interpersonal and relationship management skills
  • Strong service orientation, focused on achieving exceptional service standards
  • Expert in general banking services, including detailed knowledge of all of CUA’s products and services
  • Effectively operate independently in any of CUA’s channels, including mobile delivery
  • High self-motivation to achieve results and exceed targets
  • At Venor, we embrace a culture of belonging in the workplace. No matter who you are, where you’re from, how you think, what you believe in, or who you love, we welcome your application. We all come from different backgrounds and different walks of life, bringing in unique perspectives and experiences. We encourage applications from 2SLGBTQ+, Black, Indigenous, and People of Colour (BIPOC), women, newcomers to Canada, and people with disabilities.