- Leverage your established advisor relationships while continuing to network for new relationships.
- Assist in developing and implementing strategies designed to provide support to advisors.
- Assist with marketing strategies for the firm to grow AUM.
- 10+ years of External Wholesale experience with a strong track record of success in sales & a large established network of Advisors to sell into.
- Experience in selling alternative investments.
- University degree or equivalent industry education (industry designations are an added bonus).
- Ability to work well independently & also in a team.
- High energy, self-starter, & self-motivated.
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Financial Planner, Scotia Financial Planning
1 week ago
Only for registered members (s): Canada : Ontario : PictonJoin a purpose driven winning team committed to results in an inclusive and high-performing culture. · Please note that Scotiabank offers various investment specialist opportunities. · ...
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Financial Planner, Scotia Financial Planning
1 month ago
Only for registered members PictonThis Financial Planner will focus on developing and deepening mass affluent client relationships by providing high-quality advice and service. · ...
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Financial Planner, Scotia Financial Planning
1 month ago
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Lead/Senior Accountant
1 week ago
Only for registered members Quinte West $110,000 - $130,000 (USD)Lead/Senior Accountant at GlobalLogic in Denver, CO. · Assist with the preparation of quarterly and annual consolidated financial statements. · Identify, research, interpret and document accounting conclusions on complex transactions. · ...
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Asset Management Supervisor
6 days ago
Only for registered members Belleville $94,080 - $112,001 (CAD)The City of Belleville has an exciting opportunity for a highly motivated individual to join their Finance Department as an Asset Management Supervisor. · This position will: · ...
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Asset Management Analyst
1 month ago
Only for registered members BellevilleThe City of Belleville has an exciting opportunity for a highly motivated, strategic, individual to join our Community Services Department as an Asset Management Analyst. · We are looking for someone who is passionate about asset management and wants to make a difference in our c ...
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Channel Partnerships Manager
4 days ago
Only for registered members Quinte West Full time $113,060 - $175,000 (USD)At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff—like payroll, health insurance, 401(k)s, and HR—so owners can focus on their craft and customers. · Gusto is looking for an VC Partnerships Manager to own and scale our relationships across ...
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+Join a purpose driven winning team committed to results in an inclusive and high-performing culture. · +Proven customer service skills through work or community involvementWillingness to assist in a professional friendly and efficient mannerAvailability to work flexible schedule ...
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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Taking a proactive approach to discovering our customer's needs and listening to understand what they are asking for · Processing day to day transactions · Nurturing rich, lon ...
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We are looking for a Customer Experience Associate to join our team. As the face of our branches, you will provide exceptional service to customers and help them achieve their financial goals. · • Build strong customer relationships and deliver excellent customer service · • Unco ...
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We are seeking a Customer Experience Associate to join our team at Scotiabank in Trenton. · As a Customer Experience Associate, you will be the face of our branches and provide exceptional service to customers through proactive approach, · processing day-to-day transactions, · nu ...
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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. · We value the unique skills and experiences each individual brings t ...
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+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. · ...
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Financial Advisor
1 month ago
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Senior Financial Advisor
1 week ago
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Member Service Representative
1 month ago
Only for registered members Quinte West $18 - $20 (CAD)The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience. · Responds to member/client ne ...
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Member Service Representative
1 month ago
Only for registered members Quinte West $18 - $20 (CAD)The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience. · ...
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Member Service Representative
3 weeks ago
Only for registered members Quinte West $18 - $19 (CAD)The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience. · This role quickly develops a ...
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ScotiaMcLeod Business Development Associate
1 week ago
Only for registered members BellevilleWe are seeking a Business Development Associate to join our team at ScotiaMcLeod, a full-service wealth management firm with over 100 years of experience. · You will work closely with an Advisor to support growth through prospecting and developing new client relationships. · Crea ...
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Sales Execution Analyst
4 days ago
Only for registered members Quinte West Full time $65,000 - $75,000 (USD)The SMB Sales Execution Analyst plays a hands-on role in ensuring SMB deals are executed accurately, efficiently, · and in compliance with defined sales processes.The position is responsible for managing SMB sales orders, · reviewing orders for accuracy and completeness, · enteri ...
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Accounting Technician, Tax
4 weeks ago
Only for registered members Kingston, ONMak an impact with our Tax team as an Accounting Technician. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. · Assist in the completion of tax engagements by computing taxes owed, preparing personal and corp ...
Senior VP Capital Markets - Glenora - Staffing In Motion
Description
Senior VP Capital Markets (external wholesaler)
Victoria South, Canada | Posted on 10/08/2025
Job Description: Senior VP Capital Markets (External Wholesaler)
Base Salary Range: $175,000-$185,000 + uncapped commission
Role: Conduct sales meetings with IIROC advisors while explaining the advantages of partnering with the firm & the benefits of alternative investments. To achieve this, you will:
Ideal Candidate Profile:
#J-18808-Ljbffr
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Financial Planner, Scotia Financial Planning
Only for registered members (s): Canada : Ontario : Picton
-
Financial Planner, Scotia Financial Planning
Only for registered members Picton
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Financial Planner, Scotia Financial Planning
Only for registered members Picton, Ontario
-
Lead/Senior Accountant
Only for registered members Quinte West
-
Asset Management Supervisor
Only for registered members Belleville
-
Asset Management Analyst
Only for registered members Belleville
-
Channel Partnerships Manager
Full time Only for registered members Quinte West
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Customer Experience Associate - Quinte Mall, Belleville (26.25 hours/weekly)
Only for registered members Belleville
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Customer Experience Associate - Trenton (18.75 hours/weekly)
Only for registered members Quinte West
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Customer Experience Associate - Trenton (18.75 hours/weekly)
Only for registered members Quinte West
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Customer Experience Associate - Trenton (18.75 hours/weekly)
Only for registered members Quinte West
-
Customer Experience Associate - Napanee (18.75 hours/weekly)
Only for registered members Napanee
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Customer Experience Associate - Napanee (18.75 hours/weekly)
Only for registered members Napanee
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Financial Advisor
Only for registered members Belleville
-
Senior Financial Advisor
Only for registered members Quinte West
-
Member Service Representative
Only for registered members Quinte West
-
Member Service Representative
Only for registered members Quinte West
-
Member Service Representative
Only for registered members Quinte West
-
ScotiaMcLeod Business Development Associate
Only for registered members Belleville
-
Sales Execution Analyst
Full time Only for registered members Quinte West
-
Accounting Technician, Tax
Only for registered members Kingston, ON