O Notify all customers by telephone with additional required work and with total charges Explain all completed work and charges to customers when they arrive and attempt to make the next maintenance appointment Oversee delivery of vehi[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
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 [...]
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[...]
About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team respondible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales g[...]
Sales Representative (Client Solutions Advisor) We are actively recruiting experienced Sales Representatives (Client Solutions Advisors) - no previous banking experience required! Job Overview: As a Sales Representatives (Client Soluti[...]
Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centr[...]
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: 194951 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[...]