A leading banking institution is seeking a Senior Credit Solutions Associate in Saskatoon, Canada. The role involves preparing credit applications and monitoring portfolios for complex Core clients. Candidates should have experience in financial statement analysis and credit preparation, contributing to a high-performance team culture. This position offers the opportunity to develop tailored credit solutions and work collaboratively with Senior Credit Solutions Managers.
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A leading financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial advice to high-net-worth clients. This role involves collaborating with advisors, delivering end-to-end financial plans, and maintaining high professional standards. The ideal candidate has a university degree, a CFP designation, and over five years of experience in financial planning. The position offers a full-time commitment and the opportunity to make a significant impact in clients' financial success.
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Overview Requisition ID : Join a purpose driven winning team committed to results in an inclusive and high-performing culture. Be part of a team that delivers excellent responsive and proactive service to commercial clients in the areas of accounts operating services credit lending and deposits. The Senior Client Relationship Manager (Sr. CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the teams business strategies and objectives. Is this role right for you Responsibilities Be expected to work in a fast paced and demanding environment and will at times require priorities be re-adjusted to accommodate urgent requests. Manage financial statement analysis and the ability to manage credit needs for deals of moderate to higher complexity. Have a strong knowledge of banks commercial lending and deposit products and services and customer profitability model in order to provide integrated financial solutions. Need to have proven experience promoting the development and profitable growth of a commercial banking portfolio. Be responsible for identifying prospects in target markets developing proposed sales pipelines conducting prospect sales calls and qualifying opportunities based on client information and a high level of due diligence. Manage a customer portfolio of moderate to higher complexity with business development activities that targets clients with credit authorizations between $5MM to $25MM and annual sales between $15MM to $75MM. Be responsible for analysis and completion of credit applications with dedicated support from a Client Service Associate. Qualifications You have a post secondary diploma / degree in business or economics or work equivalency. Demonstrated success in a business development role especially with respect to new client acquisitions within a career length of two to five years. You have a strong knowledge of the commercial banking marketplace in Canada and a detailed knowledge of the assigned market areas key industries and competitive positioning. Strong interpersonal and negotiation skills. You are a champion around the customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge. Have displayed a strong business development background and have a track record of achieving growth targets. This role requires extremely strong organizational skills that can handle the stress involved in a fast-paced role that will pull you in many directions and be able to constantly reprioritize throughout the day many of which present problems or opportunities which must be handled immediately. What’s in it for you This is your opportunity to take ownership around your activities and behaviours within a growing successful commercial team. Be the champion on a high-performance environment and contribute to an inclusive work environment. For you to grow your responsibilities to ensuring effective relationship management conducting sales planning and fulfilling the execution of service for an existing client base. Location Canada : Nova Scotia : Halifax Company background 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. EEO and accommodations 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 (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) 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. Required Experience :
Manager Key Skills Forecasting, Hyperion, Cost Management, Construction Estimating, QlikView, Bus Driving, Analysis Skills, HubSpot, Salesforce, Market Research, negotiation, Financial Planning Employment Type : Full Time Experience : years Vacancy : 1 #J-18808-Ljbffr
A leading banking institution in Halifax is seeking a Senior Client Relationship Manager to enhance client relationships and manage complex banking portfolios. The ideal candidate has a background in business development within commercial banking and strong interpersonal skills to drive client acquisition and retention. Responsibilities include managing customer portfolios and conducting financial analyses. This role offers opportunities to thrive in a dynamic team environment.
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A leading financial services provider located in Ontario is seeking a dedicated professional to support Insurance Consultants. This role involves managing business development activities, ensuring documentation accuracy, and enhancing advisor engagement. The ideal candidate will possess strong analytical skills with proficiency in Excel and PowerPoint, alongside a relevant degree. Experience in the insurance or wealth management sectors will be an asset. This position is full-time and offers the opportunity to work in a dynamic environment.
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A leading financial institution in Fredericton is looking for a Senior Financial Advisor to build strong customer relationships and develop personalized financial strategies. You will be responsible for helping clients achieve their financial goals while meeting sales targets. A Mutual Funds licence and CIFP Diploma are required. Join a collaborative team and enjoy competitive compensation and a commitment to community engagement.
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Requisition ID : Join a purpose driven winning team committed to results in an inclusive and high-performing culture. Purpose of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high-net‑worth clients and act as the in‑field subject matter expert and champion. The primary role of the planner will be to serve our Private Investment Counsel wealth advisors in Atlantic Canada with occasional support to other advisory business lines when capacity dictates. Major Accountabilities Responsible for delivery of end‑to‑end goals based financial plans by: Gathering key pertinent data and information about the client through deep discovery Preparing, analysing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs Presenting the financial plan and related strategies Identifying opportunities to deepen the relationship and drive business results. Act as subject matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management value proposition: Providing ongoing professional financial planning advice on complex strategies Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model. Championing the value benefits and outcomes of financial planning to both advisors / RMs and clients. Collaborating with internal colleagues (including taxation, insurance, consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning Providing local software support and advice as required Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning Relationship building: Develop professional relationships with local external experts (i.e., CAs, lawyers and other professionals as required) to provide optimal service on complex planning matters. Build relationships with internal advisors / RMs and other experts to drive collaboration among team members Maintain financial planning professional practice standards and internal service level agreement: Remain current on all financial planning related topics Follow standard procedures, best practices and professional codes of conduct in regard to client engagements. Meet or exceed SLAs Contribute to the effective functioning of the Financial Planning Advisory team by: Participating actively in team learning development activities and team performance achievements. Building effective working relationships across the team and with various business line and corporate function contacts Maintaining a high level of customer service Facilitating a culture of open and honest communication Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Actively sharing knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development plan Functional Competencies Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management and taxation issues Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner Excellent inter‑personal skills and ability to quickly build relationships and trust. Working knowledge of the Wealth Management business line including the value proposition, the products and services it provides to high-net‑worth clients and the manner in which they are delivered Ability to work independently in a proactive manner as well as within a Team of Experts to identify opportunities while providing the highest level of service possible to the client Expert knowledge of financial planning software (Naviplan) to prepare financial plans Ability to travel to meet clients within a designated region to achieve goals in a timely manner Knowledge of insurance products and solutions Educational Requirements Required University degree Accredited financial planning designation (CFP) Minimum of 5 years of experience as a high-net-worth financial planner Desirables TEP designation Life Insurance license Professional designation (CA, CMA, CGA, LLB) Canadian Securities Course Additional estate and / or tax courses Location(s) Canada : Nova Scotia : Halifax 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 (including but not limited to an accessible interview site, alternate format documents, ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. 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. Employment Type Full Time Experience Senior IC Vacancy 1 #J-18808-Ljbffr
About the role As an Investment & Personal Banking Specialist you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network your focus is to provide exceptional service throughout the customers journey. Responsibilities Be passionate about financial sales as well as delivering trusted financial advice to customers Educate customers providing relevant insights and expert advice Create financial plans leveraging relevant financial planning tool modules and select advice based tools and resources Understand the importance of being results‑driven Demonstrate a collaborative approach when dealing with peers customers and partners Build relationships focusing on providing a great client experience and growing long‑standing relationships with existing customers Qualifications Sales management experience and the ability to market Scotiabank The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent) Benefits A competitive compensation and benefits package Ability to make a lasting impact on customers An inclusive culture where we value and recognize our employees contributions An organization committed to making a difference in our communities for you and your customers You will have an assigned book of mid‑affluent customers and the ability to build on this book with growth potential customers Youll receive clear transparent criteria to progress in your career Language requirement In addition to French the incumbent must also have sufficient proficiency in English as the role involves regularly interacting and collaborating with groups and individuals based in Toronto as well as consistently engaging with other people including clients who speak English both locally and elsewhere. Location(s) Canada : Quebec : Montreal Company Overview 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. Accommodation and Inclusion 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 (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) 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. Required Experience IC Key Skills Financial Services Cash Flow Analysis Banking Corporate Finance Analysis Skills Microsoft Powerpoint Securities Law Investment Banking Private equity Financial Analysis Financial Modeling Bloomberg Employment Type Full Time Experience years Vacancy 1 #J-18808-Ljbffr
A leading financial institution in Lethbridge is seeking a Senior Financial Advisor. You will engage with customers to understand their financial goals and provide tailored advice using a holistic approach. Ideal candidates have a proven sales record, relevant licenses, and the ability to build strong relationships. This role features a competitive compensation package and career advancement opportunities.
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Requisition ID : Join a purpose driven winning team committed to results in an inclusive and high-performing culture. The Senior Credit Solutions Associate will work with the Senior Credit Solution Manager with the preparation analysis and monitoring of credit applications and portfolios. The ideal candidate will have a strong understanding of credit principles excellent analytical skills and the ability to work collaboratively in a fast-paced environment. The role is specific to supporting more complex Core clients and is intended to provide deal exposure and development for a SCSM role. As the Senior Credit Solutions Associate you will contribute to the overall success of the Commercial Distribution team their respective in Department / Region ensuring specific individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations internal policies and procedures. Is this role right for you? Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge. Perform credit tasks for core clients supporting Senior Credit Solutions Managers. Support approximately 2-3 Senior Credit Solutions Managers (SCSM) in the region on the most complex Core clients. Reporting to the Team Lead Credit. Service clients in Canada and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing ($5MM with some clients up to $25MM) and non-borrowing. Credits of the higher complexity and / or highly customized borrowing Core relationships with credit authorizations typically $10MM. Do you have the skills that will enable you to succeed in this role? You have proven experience in preparing Financial Statement spreading credit summaries Projections and Borrowing bases review results accelerate any signs of deterioration and update appropriate systems. Experience analyzing financial statements credit reports and other relevant documentation to identify potential risks and opportunities. Proven preparation of credit presentations and packages. One to two years experience in Commercial Banking. Previous experience in credit underwriting or credit document preparation. Strong knowledge of financial statements and credit analysis preliminary assessment of risk and drawing conclusions. Strong Knowledge of credit structures and applicable risk management. Whats in it for you Opportunity to work closely with both Sr. Relationship Managers and SCSM to understand client needs and develop tailored credit solutions. Participate in deal forums to socialize deals with GRM where appropriate. Champion a high-performance environment and contributes to an inclusive work environment. Will interact with SCSM on credit-related activities and support other partners such as : Business Service Center Enhanced Due Diligence Unit CRA and Global Banking and Markets and could have some interaction with Global Risk Management and other partners as well as the Commercial Banking Executive Office. Interact with external parties such as Solicitors Accountants and Professional Service Providers. Ability to resolve issues and problems. Add to your knowledge of the Commercial industry. Add to your commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner. Support the SCSM with detailed credit reports and recommendations for credit approval or denial. Location(s) Canada : Saskatchewan : Saskatoon 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 (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) 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. #J-18808-Ljbffr
