Client-Focused Financial Advisor | Grow Your Banking Career

Scotiabank; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank Richmond Road Branch in Calgary is seeking a motivated Financial Advisor to help clients build secure futures through tailored financial planning and proactive service. You will educate clients, craft comprehensive plans, and nurture long-standing relationships while supporting branch sales goals.

This role emphasizes coaching, development, and community impact, with opportunities for growth within Scotiabank's broad banking services and support from leadership.

Qualifications

• Must hold Mutual Funds licence and be working towards the CIFP Diploma.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Strong customer service and relationship-building skills.

Responsibilities

• Taking a proactive approach to discovering customer needs, listening to understand.
• Educating customers, providing relevant insights and expert advice.
• Building customer plans using a holistic approach to help them achieve goals.
• Nurturing strong, long-standing relationships.
• Developing, retaining and growing branch business by delivering against sales goals.

Skills

Customer relationships

Sales targets

Needs assessment

Educating customers

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank Richmond Road Branch in Calgary is seeking a motivated Financial Advisor to help clients build secure futures through tailored financial planning and proactive service. You will educate clients, craft comprehensive plans, and nurture long-standing relationships while supporting branch sales goals.

This role emphasizes coaching, development, and community impact, with opportunities for growth within Scotiabank's broad banking services and support from leadership.