Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium

Wells Fargo Bank Jobs overseas

About 13907 results in (5) seconds Clear Filters

Jobs Search

About 13907 results in (5) seconds
Financial Planner, Scotia Financial Planning - Ottawa, ON at Scotiabank
Ottawa, ON, Canada - Full Time
Skills Needed
Canadian Securities Course, Investment, Mutual Funds, Access, Interpersonal Skills, Financial Planning
Specialization
Your mutual funds certified professional.
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Forecasting Analyst, Workforce Management at Monzo Bank
London, England, United Kingdom - Full Time
Skills Needed
Workforce Management, Google Sheets, Excel, Data Querying, Sql, Anaplan, Verint, Forecasting, Data Analysis, Communication, Collaboration, Problem Solving, Adaptability, Organizational Skills, Statistical Modeling, Kpi Monitoring
Specialization
Experience in a workforce management team and proficiency in Google Sheets/Excel are essential. Strong understanding of WFM metrics and excellent communication skills are also required.
Experience Required
Minimum 2 year(s)
Konsultant 1 / Konsultantka 1 at Bank Pekao
Krakow, Lesser Poland Voivodeship, Poland - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Independent Work, Computer Skills
Specialization
The ideal candidate should have ease in building relationships and a focus on achieving set goals. A minimum secondary education and a clean criminal record are required.
SBA Senior Portfolio Officer at Hanmi Bank
Los Angeles, CA 90010, USA - Full Time
Skills Needed
Training, Instructions, Communication Skills, Financial Statements, Color, Budgeting, Terminology, Consideration, Incentives, Management Skills, Relationship Development, Word Processing, Common Sense, Balance Accounts, Commercial Real Estate
Specialization
Sba commercial and industrial lending
Qualification
Diploma
Experience Required
Minimum 7 year(s)
Senior Manager, Investor Relations at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
Pivot Tables, Factset, High Proficiency, Excel, Spanish, Financial Statements
Qualification
Graduate
Credit Analyst at DZ BANK AG
, Hong Kong, China - Full Time
Skills Needed
Risk Assessment, Financial Analysis, Credit Rating, Credit Applications, Documentation Preparation, Legal Liaison, Problem Solving, Analytical Skills, Communication Skills, Team Player, Microsoft Office, Adaptability, Resilience, Fluency In English, Mandarin
Specialization
Candidates should possess a recognized degree in Finance, Accounting, or Business Administration, along with 5 to 10 years of relevant experience. Strong analytical skills, communication abilities, and proficiency in Microsoft Office are essential.
Experience Required
Minimum 5 year(s)
CRA Officer at Hanmi Bank
New York, NY 10016, USA - Full Time
Skills Needed
Color, Common Sense, Consideration, Incentives, Typing, Communication Skills, Instructions, Word Processing, Budgeting, Balance Accounts
Qualification
Graduate
Compliance Officer at Hanmi Bank
Los Angeles, CA 90010, USA - Full Time
Skills Needed
Budgeting, Instructions, Common Sense, Consideration, Color, Word Processing, Typing, Balance Accounts, Communication Skills, Incentives
Specialization
The financial industry
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Mortgage Loan Processor at Busey Bank
Champaign, Illinois, USA - Full Time
Skills Needed
Processing, Regulatory Compliance, Communication Skills, Microsoft Office, Underwriting, Training
Specialization
Follow up validate and review verifications appraisal flood certification private mortgage insurance certificate credit report hoa/condo letters home owners insurance title work and any other documentation required by the loan program.
Qualification
Trade Certificate
FINANCIAL ANALYST II at Frost Bank
San Antonio, Texas, USA - Full Time
Skills Needed
Tableau, Sql
Specialization
Accounting finance or a related field
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Director of Finance at Monzo Bank
, , Ireland - Full Time
Skills Needed
Qualified Accountant, Financial Leadership, Commercial Acumen, Banking Expertise, Business Partnering, Financial Strategy, Cross Functional Team Management, Leadership Abilities, Communication Skills, Interpersonal Skills, Digital Banking Familiarity
Specialization
Qualified Accountant with significant experience in senior finance leadership roles. Proven track record in banking and business partnering, with strong leadership and communication skills.
Experience Required
Minimum 10 year(s)
Credit Review Analyst II at Busey Bank
Fort Worth, Texas, USA - Full Time
Skills Needed
Excel, Training, Metrics, Economics, Finance, Financial Statements, Balance Sheet
Specialization
Financial – review the credit file for completeness and timeliness of required borrower and/or guarantor(s) financial statement reporting such as audits/reviews/tax returns borrowing base certificates and covenant compliance certificates.
Qualification
Trade Certificate
Experience Required
Minimum 4 year(s)
Wealth Management Client Services Associate at Busey Bank
Champaign, Illinois, USA - Full Time
Skills Needed
Business Systems, Ctfa, Outlook, Continuing Education, Customer Contact, Communication Skills, Microsoft Office, Finance, Training
Specialization
The financial services industry with high net-worth client preferred
Qualification
Graduate
Senior Manager, Fund Administration and Oversight at Scotiabank
Toronto, ON M5J 2M4, Canada - Full Time
Skills Needed
Wealth Management, Management Skills, Sharepoint, Investment Banking, Microsoft Office, Commercial Banking, Bloomberg, Private Banking, Asset Management, Finance, Process Management, Outlook, Fundserv, Back Office Operations, Communication Skills, Analytical Skills
Specialization
Process management accounting finance or another related field
Qualification
Graduate
Senior Manager, Tax Reporting & Planning at Scotiabank
Toronto, ON M5J 2M4, Canada - Full Time
Skills Needed
Trusts, Interpersonal Skills, Tax Reporting, Corporations, Completion, Limited Partnerships, Reporting
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Commercial Loan Officer (AVP depending on experience) at Devon Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Commercial Loans, Loan Applications, Financial Analysis, Customer Service, Credit Analysis, Loan Documentation, Portfolio Management, Regulatory Compliance, Networking, Sales, Cross Selling, Loan Structuring, Market Analysis, Relationship Management, Problem Solving, Communication
Specialization
A college diploma or professional level coursework in accounting or finance is preferred, along with at least one year of experience as a Loan Officer in a commercial bank. For the AVP level, a minimum of two years of experience is required.
Experience Required
Minimum 2 year(s)
Senior Manager, Global Transaction Banking - Edmonton at Scotiabank
Edmonton, AB T5J 0K4, Canada - Full Time
Skills Needed
Management Skills, Due Diligence, Outlook, Platforms, Interpersonal Skills, Economics, Excel, Powerpoint
Specialization
Business or economics or work equivalency
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Client Due Diligence Analyst at Trust Bank
, , Singapore - Full Time
Skills Needed
Kyc Analytical Skills, Transaction Monitoring Analytical Skills, Name Screening Risk Assessment, Written Communication Skills, Verbal Communication Skills, Stakeholder Management, Ms Office, Customer Service
Specialization
The ideal candidate should have 1 to 2 years of experience in AML/CDD/KYC within financial services and possess strong written and verbal communication skills. Proficiency in MS Office and stakeholder management skills are also essential.
Financial Planner, Scotia Financial Planning - Hamilton, Niagara Region at Scotiabank
Hamilton, ON, Canada - Full Time
Skills Needed
Financial Planning, Investment, External Clients, Access, Canadian Securities Course, Interpersonal Skills
Qualification
Graduate
Wealth Quality Control & Operational Risk Associate at Busey Bank
Urbana, Illinois, USA - Full Time
Skills Needed
Training, Operations, Finance
Specialization
Finance business administration or relate area or 6 years wealth management experience
Qualification
Graduate
Financial Planner, Scotia Financial Planning - Ottawa, ON at Scotiabank
Ottawa, ON, Canada -
Full Time

Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

0.0

Posted On

20 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Canadian Securities Course, Investment, Mutual Funds, Access, Interpersonal Skills, Financial Planning

Industry

Financial Services

Description

Requisition ID: 228588
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division.
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long-term relationships. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

IS THIS ROLE RIGHT FOR YOU? IN THIS ROLE, YOU WILL:

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

DO YOU HAVE THE SKILLS THAT WILL ENABLE YOU TO SUCCEED IN THIS ROLE? WE’D LOVE TO WORK WITH YOU IF YOU HAVE:

  • 3 years of experience in financial planning and investment sales.
  • Your mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver’s license and access to a vehicle, to meet clients and prospects within the designated district.
Financial Planner, Scotia Financial Planning - Ottawa, ON at Scotiabank
Ottawa, ON, Canada - Full Time
Skills Needed
Canadian Securities Course, Investment, Mutual Funds, Access, Interpersonal Skills, Financial Planning
Specialization
Your mutual funds certified professional.
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Forecasting Analyst, Workforce Management at Monzo Bank
London, England, United Kingdom - Full Time
Skills Needed
Workforce Management, Google Sheets, Excel, Data Querying, Sql, Anaplan, Verint, Forecasting, Data Analysis, Communication, Collaboration, Problem Solving, Adaptability, Organizational Skills, Statistical Modeling, Kpi Monitoring
Specialization
Experience in a workforce management team and proficiency in Google Sheets/Excel are essential. Strong understanding of WFM metrics and excellent communication skills are also required.
Experience Required
Minimum 2 year(s)
Konsultant 1 / Konsultantka 1 at Bank Pekao
Krakow, Lesser Poland Voivodeship, Poland - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Independent Work, Computer Skills
Specialization
The ideal candidate should have ease in building relationships and a focus on achieving set goals. A minimum secondary education and a clean criminal record are required.
SBA Senior Portfolio Officer at Hanmi Bank
Los Angeles, CA 90010, USA - Full Time
Skills Needed
Training, Instructions, Communication Skills, Financial Statements, Color, Budgeting, Terminology, Consideration, Incentives, Management Skills, Relationship Development, Word Processing, Common Sense, Balance Accounts, Commercial Real Estate
Specialization
Sba commercial and industrial lending
Qualification
Diploma
Experience Required
Minimum 7 year(s)
Senior Manager, Investor Relations at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
Pivot Tables, Factset, High Proficiency, Excel, Spanish, Financial Statements
Qualification
Graduate
Credit Analyst at DZ BANK AG
, Hong Kong, China - Full Time
Skills Needed
Risk Assessment, Financial Analysis, Credit Rating, Credit Applications, Documentation Preparation, Legal Liaison, Problem Solving, Analytical Skills, Communication Skills, Team Player, Microsoft Office, Adaptability, Resilience, Fluency In English, Mandarin
Specialization
Candidates should possess a recognized degree in Finance, Accounting, or Business Administration, along with 5 to 10 years of relevant experience. Strong analytical skills, communication abilities, and proficiency in Microsoft Office are essential.
Experience Required
Minimum 5 year(s)
CRA Officer at Hanmi Bank
New York, NY 10016, USA - Full Time
Skills Needed
Color, Common Sense, Consideration, Incentives, Typing, Communication Skills, Instructions, Word Processing, Budgeting, Balance Accounts
Qualification
Graduate
Compliance Officer at Hanmi Bank
Los Angeles, CA 90010, USA - Full Time
Skills Needed
Budgeting, Instructions, Common Sense, Consideration, Color, Word Processing, Typing, Balance Accounts, Communication Skills, Incentives
Specialization
The financial industry
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Mortgage Loan Processor at Busey Bank
Champaign, Illinois, USA - Full Time
Skills Needed
Processing, Regulatory Compliance, Communication Skills, Microsoft Office, Underwriting, Training
Specialization
Follow up validate and review verifications appraisal flood certification private mortgage insurance certificate credit report hoa/condo letters home owners insurance title work and any other documentation required by the loan program.
Qualification
Trade Certificate
FINANCIAL ANALYST II at Frost Bank
San Antonio, Texas, USA - Full Time
Skills Needed
Tableau, Sql
Specialization
Accounting finance or a related field
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Director of Finance at Monzo Bank
, , Ireland - Full Time
Skills Needed
Qualified Accountant, Financial Leadership, Commercial Acumen, Banking Expertise, Business Partnering, Financial Strategy, Cross Functional Team Management, Leadership Abilities, Communication Skills, Interpersonal Skills, Digital Banking Familiarity
Specialization
Qualified Accountant with significant experience in senior finance leadership roles. Proven track record in banking and business partnering, with strong leadership and communication skills.
Experience Required
Minimum 10 year(s)
Credit Review Analyst II at Busey Bank
Fort Worth, Texas, USA - Full Time
Skills Needed
Excel, Training, Metrics, Economics, Finance, Financial Statements, Balance Sheet
Specialization
Financial – review the credit file for completeness and timeliness of required borrower and/or guarantor(s) financial statement reporting such as audits/reviews/tax returns borrowing base certificates and covenant compliance certificates.
Qualification
Trade Certificate
Experience Required
Minimum 4 year(s)
Wealth Management Client Services Associate at Busey Bank
Champaign, Illinois, USA - Full Time
Skills Needed
Business Systems, Ctfa, Outlook, Continuing Education, Customer Contact, Communication Skills, Microsoft Office, Finance, Training
Specialization
The financial services industry with high net-worth client preferred
Qualification
Graduate
Senior Manager, Fund Administration and Oversight at Scotiabank
Toronto, ON M5J 2M4, Canada - Full Time
Skills Needed
Wealth Management, Management Skills, Sharepoint, Investment Banking, Microsoft Office, Commercial Banking, Bloomberg, Private Banking, Asset Management, Finance, Process Management, Outlook, Fundserv, Back Office Operations, Communication Skills, Analytical Skills
Specialization
Process management accounting finance or another related field
Qualification
Graduate
Senior Manager, Tax Reporting & Planning at Scotiabank
Toronto, ON M5J 2M4, Canada - Full Time
Skills Needed
Trusts, Interpersonal Skills, Tax Reporting, Corporations, Completion, Limited Partnerships, Reporting
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Commercial Loan Officer (AVP depending on experience) at Devon Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Commercial Loans, Loan Applications, Financial Analysis, Customer Service, Credit Analysis, Loan Documentation, Portfolio Management, Regulatory Compliance, Networking, Sales, Cross Selling, Loan Structuring, Market Analysis, Relationship Management, Problem Solving, Communication
Specialization
A college diploma or professional level coursework in accounting or finance is preferred, along with at least one year of experience as a Loan Officer in a commercial bank. For the AVP level, a minimum of two years of experience is required.
Experience Required
Minimum 2 year(s)
Senior Manager, Global Transaction Banking - Edmonton at Scotiabank
Edmonton, AB T5J 0K4, Canada - Full Time
Skills Needed
Management Skills, Due Diligence, Outlook, Platforms, Interpersonal Skills, Economics, Excel, Powerpoint
Specialization
Business or economics or work equivalency
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Client Due Diligence Analyst at Trust Bank
, , Singapore - Full Time
Skills Needed
Kyc Analytical Skills, Transaction Monitoring Analytical Skills, Name Screening Risk Assessment, Written Communication Skills, Verbal Communication Skills, Stakeholder Management, Ms Office, Customer Service
Specialization
The ideal candidate should have 1 to 2 years of experience in AML/CDD/KYC within financial services and possess strong written and verbal communication skills. Proficiency in MS Office and stakeholder management skills are also essential.
Financial Planner, Scotia Financial Planning - Hamilton, Niagara Region at Scotiabank
Hamilton, ON, Canada - Full Time
Skills Needed
Financial Planning, Investment, External Clients, Access, Canadian Securities Course, Interpersonal Skills
Qualification
Graduate
Wealth Quality Control & Operational Risk Associate at Busey Bank
Urbana, Illinois, USA - Full Time
Skills Needed
Training, Operations, Finance
Specialization
Finance business administration or relate area or 6 years wealth management experience
Qualification
Graduate