Financial specialist Jobs in Guelph, ON
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Financial specialist • guelph on
Last updated: 22 hours ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The role is within Scotia Financial Planning, part of Global Asset Management, focused on the m...Show moreLast updated: 30+ days ago
Compensation that’s a step ahead • RRSP matching program to help you save for retirement • A commitment to work-life balance and flexible work arrangements when appropriate for the role • Benefits cov...Show moreLast updated: 3 days ago
A leading Canadian financial services co-operative is seeking a Sr Product Specialist in Guelph, Ontario.This role requires a minimum of 5 years of PL underwriting experience and involves researchi...Show moreLast updated: 4 days ago
This range is provided by Sleeman Breweries Ltd.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Direct message the job poster from Sleeman Brewe...Show moreLast updated: 22 hours ago
A leading financial technology company in Ontario is seeking a Tax Specialist to assist customers in completing their taxes using TurboTax.
Applicants should have at least two years of tax preparati...Show moreLast updated: 30+ days ago
The Ontario Soil and Crop Improvement Association (OSCIA) is a unique not-for-profit farm organization whose diverse membership has a significant presence in all agricultural areas of the province ...Show moreLast updated: 26 days ago
Select how often (in days) to receive an alert : .Junior Accountant, Research Financial Support.Primary Category Page : Staff and Management.
This position is represented by the agreement between the P...Show moreLast updated: 4 days ago
Please note this is a 12-month contract position and is 100% in-person in Guelph, ON.Senior Financial Analysts (SFA) are responsible for a variety of financial reports in multiple financial systems...Show moreLast updated: 25 days ago
About Us : Bullet Trade Services is a private equity-backed industrial business undergoing rapid transformation, led by a former private-equity partner.
We are a well-established business with t...Show moreLast updated: 30+ days ago
At Guelph General Hospital, we are committed to our Mission of providing exemplary and equitable care for and with our community.
Living our values is important here and if you want to join a team t...Show moreLast updated: 16 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Putting people first, every day.
BDO is a firm built on a foundation of positive relationships with our...Show moreLast updated: 3 days ago
Director of Financial Services / Treasurer.Logic Executive Search & Workplace Solutions is proud to partner with the.Director of Financial Services / Treasurer.
Reporting to the Chief Administrative...Show moreLast updated: 19 days ago
A leading Canadian financial services co-operative in Guelph is seeking a Senior Product Specialist for their Resiliency and Sustainability Program.
This role involves overseeing product design, und...Show moreLast updated: 7 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Are you someone with strong leadership and administrative skills? Do you enjoy building relationships ...Show moreLast updated: 22 days ago
Semex is a dynamic global organization that is committed to developing and delivering innovative genetic solutions.We believe that people truly are the cornerstone of our success and that our emplo...Show moreLast updated: 30+ days ago
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
Our client is looking for a Financial / Sales Analyst to join their fast-growing company.More than a job, this role is the opportunity you have been looking for to take your career to the next level....Show moreLast updated: 30+ days ago
Director, Financial Planning & Analysis.Be among the first 25 applicants.Director, Financial Planning & Analysis.Get AI-powered advice on this job and more exclusive features.HPS has grown to becom...Show moreLast updated: 30+ days ago
Manager, Financial Reporting & Insights page is loaded## Manager, Financial Reporting & Insightslocations : Guelph - Hanlon Creektime type : Full timeposted on : Posted Todayjob requisition id : ...Show moreLast updated: 4 days ago
Financial Planner, Scotia Financial Planning - Guelph
ScotiabankGuelph, ON, CAFull-time
Senior Financial Analyst
Sleeman BreweriesGuelph, ON, CAFull-time
Hybrid : Senior PL Underwriting & Resilience Product Specialist
Co-operators CareerGuelph, ON, CAFull-time
- New!
Senior Financial Analyst
Sleeman Breweries Ltd.Guelph, ON, CAFull-time
Seasonal Tax Pro - Flexible Hours + Bonus & Equity
IntuitBreslau, ON, CAFull-time
Senior Financial Analyst
Ontario Soil and Crop Improvement AssociationGuelph, ON, CAFull-time
Junior Accountant, Research Financial Support
Ontario University AthleticsGuelph, ON, CAFull-time +1
Financial Analyst, Senior
Linamar CorporationGuelph, ON, CATemporary
Financial Controller
Bullet Trade ServicesGuelph, ON, CAFull-time
Quick Apply
Senior Financial Analyst
GghorgGuelph, ON, CAFull-time
Manager, Financial Reporting & Insights
BDO CanadaGuelph, ON, CAFull-time
Director of Financial Services / Treasurer
Logic Executive Search & Workplace SolutionsBaden N2A, ON, CanadaFull-time
Senior PL Product Specialist : Resilience & Sustainability (Hybrid)
Co-operatorsGuelph, ON, CAFull-time
Proposal Specialist
Dillon Consulting LimitedGuelph, ON, CAFull-time +1
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SemexGuelph, ON, CAFull-time
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Canadian Imperial Bank of CommerceGuelph, Ontario, CanadaFull-time
Financial / Sales Analyst
CB CanadaBreslau, Ontario, CanadaPermanent
Director, Financial Planning & Analysis
Hammond Power SolutionsGuelph, ON, CAFull-time +1
Manager, Financial Reporting & Insights
BDO Canada LLPGuelph, ON, CAFull-time
- Hamilton, ON (from $ 52,349 to $ 270,332 year)
- Sherwood Park, AB (from $ 52,446 to $ 266,382 year)
- Surrey, BC (from $ 151,061 to $ 250,000 year)
- Winnipeg, MB (from $ 50,625 to $ 155,686 year)
- Guelph, ON (from $ 72,754 to $ 154,028 year)
- London, ON (from $ 91,109 to $ 152,396 year)
- Kitchener, ON (from $ 112,708 to $ 152,182 year)
- North York, ON (from $ 60,750 to $ 151,513 year)
- Toronto, ON (from $ 60,500 to $ 151,312 year)
- Waterloo, ON (from $ 53,779 to $ 150,690 year)
Financial Planner, Scotia Financial Planning - Guelph
ScotiabankGuelph, ON, CA30+ days ago
Job type
- Full-time
Job descriptionBusiness Development : Execute on plans for prospects and existing clients, identify additional opportunities, and facilitate the implementation of an investment solution or referral to appropriate partners. Client-Centric : Provide client-centric investment solutions through a financial planning framework, conduct outbound communications, and perform complimentary needs analyses. Community Involvement : Actively participate in local professional and community events, deliver financial seminars, network with investment industry specialists, and manage a small budget for independent marketing activities. Drive new client acquisition while maintaining strong client relationships and delivering exceptional service within the scope of a branch network and Scotia Global Asset Management collaboration. 3 years of experience in financial planning and investment sales. Mutual funds certified professional with current accreditation and MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). Personal Financial Planning (PFP®) designation and / or Certified Financial Planner (CFP®) designation. Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs). Goal oriented and entrepreneurial; able to work independently with minimal supervision and as part of a larger team. Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment. Valid driver’s license and access to a vehicle to meet clients and prospects within the designated district. 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. A compensation structure that rewards growing and maintaining your client base. Access to leading-edge resources to support your growth, including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software. The ability to build long-lasting client relationships through exceptional advice and service. A partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience. A work culture that promotes diversity, respect, and inclusion. Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
Requisition ID : 241106
Overview
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is within Scotia Financial Planning, part of Global Asset Management, focused on the mass affluent market and delivering high quality advice and service.
Responsibilities
- Follow a comprehensive financial planning framework to drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
- Establish business development opportunities with prospects and clients within the assigned market area.
Promote development and sustainable growth of proprietary investment business in the assigned market area by :
Qualifications
What’s in it for you?
Other Information
Location
Location(s) : Canada : Ontario : Guelph
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 during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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.
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