Markham, Ontario, Canada · On-site
Requisition ID: 268931 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR…
Skills: Financial Planning, Investment Sales, Retirement Planning, Wealth Accumulation, Estate Planning
Markham, Ontario, Canada · Remote Solely
If you’re putting in full effort but still earning the same paycheck every week… that’s a problem. This opportunity removes the ceiling. You’ll work with clients who have already expressed interest in receiving help. You…
Skills: Client Guidance, Consultative Selling, Work Ethic, Coachability, Communication
Markham, Ontario, Canada · Remote Solely
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your persona…
Skills: Customer Service, Communication, Interpersonal Skills, Leadership, Team Management
Markham, Ontario, Canada · Remote Solely
Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level. Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing cli…
Skills: Virtual Consultations, Needs Assessment, Client Relationship Management, Administrative Tasks, Appointment Setting
Markham, Ontario, Canada · Hybrid
$40k–$45k/yr
Claims Examiner Bilingual – English & Portuguese Company Overview Epic Health Solutions boasts over 35 years of experience in the healthcare industry, providing innovative solutions in an ever-evolving marketplace.…
Skills: Claims Adjudication, Bilingual English and Portuguese, Travel Insurance, Medical Record Analysis, Customer Service
Markham, Ontario, Canada · Hybrid
$27/hr–$31/hr
*** PLEASE NOTE THIS IS A CONTRACT ROLE FOR 12 MONTHS The CPD (Company Product Distribution) Coordinator works to support the Company Product Distribution group within the Sales & Production Planning Department which inc…
Skills: MS Word, MS Excel, MS PowerPoint, Time Management, Analytical Skills
Markham, Ontario, Canada · On-site
About Us CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to o…
Skills: Sales Leadership, Financial Services, Insurance, Banking, Performance Metrics Management
Markham, Ontario, Canada · On-site
Job Description RECEPTION – CONCIERGE Amica Swan Lake Casual $17.69 Established in 1996, Amica Senior Lifestyles operates over 30 senior living residences in British Columbia and Ontario, while continuing to grow i…
Skills: Customer service, Administrative support, Front desk operations, Communication, Microsoft Office
Markham, Ontario, Canada · On-site
About Us At CAA Club Group, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad. As a trusted Member-based organization, we provide products and services that ar…
Skills: Application Support, Mulesoft, Control-M, Java, OpenShift
Markham, Ontario, Canada · On-site
$17/hr–$22/hr
TJX Canada At TJX Canada, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. …
Skills: Customer Service, Cashiering, Communication, Teamwork, Time Management
Markham, Ontario, Canada · On-site
Who are we? Fox Group (10,000+ employees globally) - a leading, fast growing retailor and partner of choice to operate several well-known retail banners in Israel, Europe, and Canada - is excited to announce that we are …
Skills: Customer Service, Wardrobe Styling, Sales Accountability, POS Transactions, Cash Handling
Markham, Ontario, Canada · On-site
$18/hr–$20/hr
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? SUMMARY: To maximiz…
Skills: Cosmetics Sales, Luxury Goods Selling, Skincare Consultations, Makeup Application, Customer Service
Markham, Ontario, Canada · On-site
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to finding the perfect fit, you bring t…
Skills: Customer Service, Retail Sales, KPI Management, Personalized Product Guidance, Active Listening
Markham, Ontario, Canada · On-site
$82k–$105k/yr
Hyundai Auto Canada Corp. is located in the heart of Markham, Ontario, and is a subsidiary of the esteemed Hyundai Motor Company of Korea. We are also a thriving hub of innovation, automotive excellence, and sheer drivin…
Skills: Leadership, Team Management, Customer Relations, Call Center Operations, Quality Assurance
Markham, Ontario, Canada · On-site
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? SUMMARY: To maximiz…
Skills: Cosmetics Sales, Customer Service, Makeup Application, Skincare Consultation, Consultative Selling
Markham, Ontario, Canada · Hybrid
About Us At CAA Club Group, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad. As a trusted Member-based organization, we provide products and services that ar…
Skills: Dispatching, Customer Service, Geography Knowledge, Communication Skills, Problem Solving
Markham, Ontario, Canada · Remote OK
$115k–$170k/yr
As a Digital Solutions Delivery Manager here at Honeywell, you will have the opportunity to lead and oversee our Field Service team, ensuring efficient and effective service delivery to our customers. You will report dir…
Skills: Field Service Management, Team Leadership, Project Management, Process Improvement, Problem Solving
Markham, Ontario, Canada · On-site
$44k–$48k/yr
Who Are We? Kiokii And is a premier one-stop retail platform offering Asian trendy products in North America. We provide a huge selection of high-quality and top-hit products from Asia including cosmetics, skincare, beau…
Skills: ERP Support, POS Support, Helpdesk Management, Microsoft 365 Administration, Troubleshooting
Markham, Ontario, Canada · On-site
$60k–$70k/yr
Who Are We? Kiokii And is a premier one-stop retail platform offering Asian trendy products in North America. We provide a huge selection of high-quality and top-hit products from Asia including cosmetics, skincare, beau…
Skills: NetSuite, Heading POS, Microsoft 365 Administration, SQL, REST APIs
Markham, Ontario, Canada · Hybrid
$69k–$77k/yr
About The Role Our Professional Services practice is looking for a dynamic and results oriented Account Manager to join their growing practice in the Toronto office. The ideal candidate possesses experience in profession…
Skills: Professional Liability, Errors and Omissions, Directors and Officers Liability, Cyber Insurance, Property and Casualty Insurance
Markham, Ontario, Canada • On-site
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The role involves managing a portfolio of clients to meet deposit and investment sales goals through personalized financial strategies. Responsibilities include conducting in-depth reviews for retirement, wealth accumulation, and estate planning to deepen banking relationships.
Candidates should have experience in financial planning and investment sales, along with a CIFP/CFP designation or equivalent. Certification as a Mutual Funds Representative and completion of Investment Funds in Canada are also required.
Requisition ID: 268931
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
What’s in it for you?
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.
#financialplanner
Location(s): Canada : Ontario : Markham
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.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
Offices: 40 King St W, Toronto, Ontario M5H, CA · Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX · Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
There are currently 345 open customer service & support positions in Markham, Canada listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Global Elite Consultants, Starbucks, Enercare Inc., TD, CAA Club Group, among others. Browse the listings above to see every active employer.
Yes — 92 of the 345 open customer service & support positions offer remote or hybrid work (45 remote, 47 hybrid).
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