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Financial controller Jobs in Caledon, ON

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Financial controller • caledon on

Last updated: 5 days ago

Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C. CBC & MAIN BRANCH

ScotiabankVictoria, ON, CA
Full-time

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 cont...Show more

Administrative Office Coordinator

Overberg PersonnelCaledon
Full-time

ADMINISTRATIVE OFFICE COORDINATOR.Collect the amount of the invoice via cash / EFT Proof of Payment.Prepare customer invoices from the delivery notes.Plan, organize, and compile delivery trips for ...Show more

Personal Banking Associate Trainee - Future Opportunities

TDBolton, Ontario
Full-time

Personal Banking Associate Trainee.Do you think you have what it takes? .In this role, a typical day may look like:.Engage customers in day-to-day advice needs, service transactions, digital educat...Show more

Sales Representative (Full-Time/PartTime) - Bolton, ON

Kognitive Sales SolutionsBolton, ON, CA
Full-time +2
Quick Apply

Field Marketing Representative – Kognitive Sales Solutions .Kognitive Sales Solutions, in partnership with Canadian Tire, is on the lookout for highly motivated, sales-driven individuals who can sp...Show more

Supply Planner - Senior Assignment

Randstad CanadaBolton, Ontario, CA
Temporary
Quick Apply

We are looking for a strategic Senior Supply Planner for our operations.This is a high-impact leadership assignment designed for an experienced professional who excels at both technical supply chai...Show more

Outside sales representative

Roma Fence Ltd.Bolton, ON, Canada
Permanent

Heures de travail: 40 hours per week.College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Utilize quantity take-off procedures.Resolve product and servi...Show more

Financial Advisor, Investment & Retirement Planning - Oak Bay Avenue & Hampshire Road - Victoria

ScotiabankVictoria, ON, CA
Full-time

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 cont...Show more

Branch Manager - Caledon

MMI Holdings LtdCaledon
Permanent

Closing Date2023/03/31Reference NumberMMH230224-6Job TitleBranch Manager - CaledonPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountryS...Show more

Manager of FP&A

The Mason Group Incbolton, ontario
Full-time

Our client in the logistics and transportation space is looking to add a Manage of FP&A, who will be a key addition to a rapidly growing part of the business’s finance team.This individual will be ...Show more

 • Promoted

Controller

Vaco by HighspringCaledon, ON, CA
Permanent

They are looking for a Controller to join their team!.Hybrid work arrangement with flexible culture.Be a key player/ head of accounting in a values-driven company.Competitive compensation package i...Show more

 • Promoted

Logistics - Site Manager

dbschenkerBolton, Ontario, Canada
Full-time

The Site Manager reports to the Director of Operations, Contract Logistics.The incumbent is responsible for growing the existing client base and assisting in the regional business to meet corporate...Show more

Warehouse Associate

Grainger BusinessesCALEDON, ON, CA
Full-time

As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.We’re dedicated to providing value fo...Show more

Sales Representative (Full-Time/PartTime) - Bolton, ON

KognitiveBolton, Ontario, Canada
Full-time +1

BRAMPTON, ON (FULL-TIME/PART-TIME, ONSITE POSITION).Kognitive Sales Solutions, in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and...Show more

Landscaping supervisor

Ace Canada Construction Inc.Caledon East, ON, Canada
Permanent

College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.Hire, supervise and schedule staff.Organize planting of trees, gardens and lawns.Resolve...Show more

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Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C. CBC & MAIN BRANCH

Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C. CBC & MAIN BRANCH

ScotiabankVictoria, ON, CA
30+ days ago
Job type
  • Full-time
Job description

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.
  • Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

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.

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