Current jobs related to Financial Advisor for Wealth Growth - Windsor, Windsor and Maidenhead - Scotiabank

  • Senior Financial Advisor

    4 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time

    Unleash Your Potential as a Senior Financial AdvisorWe are seeking an experienced and skilled Senior Financial Advisor to join our team at Royal Bank of Canada. As a Senior Financial Advisor, you will have the opportunity to work with high-net-worth individuals, families, and business owners to create customized portfolios and wealth plans that meet their...

  • Financial Planning Specialist

    3 days ago

    Windsor, Windsor and Maidenhead, United Kingdom RBC Windsor Full time

    About RBC WindsorRBC Windsor is a leading wealth management company seeking an experienced Investment Advisor to join our team. As an Investment Advisor at RBC, you will have the opportunity to help your clients achieve their financial goals while enjoying a fulfilling career.Compensation and BenefitsWe offer a competitive base salary of $85,000 per year,...

  • Senior Wealth Management Advisor

    4 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full time

    About the Company">At Scotiabank, we strive to create a culture that values diversity and inclusion, and is committed to making a positive impact in the communities we serve.">About the Job">This is a unique opportunity to join a winning team as a Senior Financial Advisor, where you will have the chance to build the futures of our customers, while growing...

  • Wealth Planning Expert

    4 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time

    **Job Description:**We are looking for an experienced Wealth Planning Expert to join our team at Royal Bank of Canada. As a Wealth Planning Expert, you will play a critical role in helping clients achieve their long-term financial goals.Your main responsibility will be to create custom investment solutions for prospective and existing clients within the...

  • Senior Financial Advisor Role

    3 days ago

    Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full time

    About the JobWe are seeking a skilled Banking Services Specialist to join our team. As a Senior Financial Advisor, you will be responsible for providing expert guidance to our customers, helping them make informed financial decisions, and developing customized solutions to meet their unique needs.Key Responsibilities:Conduct in-depth analyses of customer...

  • Financial Services Professional

    2 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Edward Jones Full time

    Job DescriptionWe are seeking a highly motivated Financial Services Professional to join our team as a Branch Office Administrator (BOA). This role is ideal for individuals who enjoy working in a fast-paced environment and are passionate about delivering exceptional client service.The BOA will work closely with Financial Advisors to help clients achieve...

  • Momentum Financial Representative

    9 hours ago

    Windsor, Windsor and Maidenhead, United Kingdom Momentum Financial Services Group Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial products and services, dedicated to helping individuals achieve their short- and long-term financial goals.We are committed to providing our customers with exceptional service, which is why we are seeking a highly motivated and experienced...

  • Financial Professional

    3 days ago

    Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full time

    About the RoleAs a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals. With a strong focus on delivering exceptional service, you will take a proactive approach to understanding customer needs and provide tailored advice to help them succeed.Responsibilities:Develop and implement comprehensive financial...

  • Financial Services Representative

    5 days ago

    Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full time

    At Nielsen Financial Services Limited, we're committed to delivering exceptional customer experiences by providing innovative life insurance solutions.Nielsen is a leading international operation in the global life insurance market, offering a range of products that cater to diverse customer needs. Our brand has evolved from its origins in the UK, where we...

  • Wealth Advisory Consultant

    3 days ago

    Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time

    Royal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you'll play a key role in delivering tailored investment solutions that meet the unique needs of high-net-worth individuals, families, and business owners.The estimated annual salary for this position is $180,000-$250,000, depending on experience...

  • Protection and Savings Advisor

    5 days ago

    Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Limited Full time

    Nielsen Financial Services Limited is a leading provider of life insurance solutions, dedicated to helping families protect their loved ones' futures.We have a team of experienced professionals who are passionate about delivering exceptional customer experiences and building long-lasting relationships with our clients. Our mission is to provide outstanding...

  • Group Tax Manager Role

    8 hours ago

    Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full time

    About UsAt Neilson Financial Services, we believe in offering our customers straightforward life insurance and helping families put financial protection in place for their loved ones. We have evolved from our origins in the UK to become an international operation with offices worldwide.This role requires a hands-on individual with a desire to understand...

  • Financial Planning Specialist

    3 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time

    About the RoleAs an Investment Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while leveraging our extensive resources and expertise. If you have a passion for financial planning and portfolio management, this role may be an excellent fit for you.

  • Financial Planning Specialist

    4 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full time

    About Scotiabank">Scotiabank is a leading bank in the Americas, guided by our purpose: for every future. We value diversity and inclusion, and are committed to creating an accessible environment for everyone.">About the Role">We are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our organization, you will play a...

  • Senior Financial Partner

    3 days ago

    Windsor, Windsor and Maidenhead, United Kingdom Centrica Plc Full time

    Centrica Plc is a leader in the energy sector, committed to creating a sustainable future. We're looking for a talented Finance Business Partner to join our team in Windsor or Stockport.Job descriptionThis is an exciting opportunity to work closely with senior stakeholders, driving business strategy and financial results. As a Finance Business Partner,...

  • Head of Global Tax Strategy

    1 week ago

    Windsor, Windsor and Maidenhead, United Kingdom Neilson Financial Services Full time

    The estimated salary for this role is £80,000 - £100,000 per annum, depending on experience. This position offers a unique opportunity to contribute to the growth and success of Neilson Financial Services as a newly created role reporting to the Group Financial Controller.

  • Financial Planning Director

    5 days ago

    Windsor, Windsor and Maidenhead, United Kingdom SERVICE MOLD + AEROSPACE INC. Full time

    Job Summary:The Senior Accountant - Financial Reporting will be responsible for leading the organization's financial planning and accounting practices, as well as its relationships with lending institutions and the financial community. This role requires a strong understanding of financial analysis, budgeting, and internal control procedures.Key...

  • Senior Accountant

    6 days ago

    Windsor, Windsor and Maidenhead, United Kingdom SERVICE MOLD + AEROSPACE INC. Full time

    Job Description:As a Senior Accountant - Financial Reporting at SERVICE MOLD + AEROSPACE INC., you will be responsible for directing the organization's financial planning and accounting practices, as well as its relationships with lending institutions and the financial community. This role requires a strong understanding of financial analysis, budgeting, and...

  • Customer Service Advisor

    3 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom WOLVERINE WORLDWIDE INC Full time

    As a Customer Service Advisor at Wolverine Worldwide Inc., you will play a vital role in delivering exceptional customer experiences and driving sales growth. You will work in a dynamic retail environment, interacting with customers, processing transactions, and maintaining store standards.Key Responsibilities:Achieve sales targets and performance metrics by...

  • Investment Portfolio Manager

    3 weeks ago

    Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time

    Your Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans that meet the unique needs of each client.Foster trusted, long-term relationships...

Financial Advisor for Wealth Growth

1 month ago

Windsor, Windsor and Maidenhead, United Kingdom Scotiabank Full time
About the Role

We are seeking a skilled Senior Financial Advisor to join our team at Scotiabank in Canada. As a key member of our organization, you will play a crucial role in helping our customers achieve their financial goals.

As a Senior Financial Advisor, your primary responsibility will be to provide expert advice and guidance to our clients on various financial matters, including investment strategies, banking solutions, and borrowing options.

You will work closely with our customers to understand their unique needs and develop personalized plans to help them achieve their financial objectives.

In this role, you will also have the opportunity to build strong relationships with our clients and help them navigate the complexities of personal finance.

Key Responsibilities:
  • Provide expert advice and guidance to clients on financial matters
  • Develop personalized financial plans to meet client needs
  • Build strong relationships with clients to deliver exceptional customer service
  • Meet and exceed sales targets to support business growth

The ideal candidate will possess excellent communication and interpersonal skills, as well as a deep understanding of personal finance and investing principles.

A Mutual Funds licence and CIFP Diploma are required for this position. If you are a motivated and results-driven professional looking for a challenging and rewarding career opportunity, we encourage you to apply.