CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Custo[...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
You as a Sales Tax Analyst will: Review invoices and payments for sales tax compliance Prepare and file sales tax returns Assist members of the business with sales tax compliance questions Assist with sales tax audits Conduct technical[...]
You would classify yourself as an expert around credit skills and a working knowledge of financial analysis, risk analysis techniques, credit adjudication and the Bank's lending policies/procedures. External education and/or licensing [...]
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand wha[...]
Requisition ID: 195269 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves o[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of requir[...]
Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and foll[...]