Financial Advisor (3-Month Contract) - Westmount, Edmonton, AB

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

Benefits offered by this job

Competitive compensation

Career development opportunities

Recognition and rewards

Job summary

Scotiabank is seeking a Financial Advisor in Edmonton, Canada. You will connect with clients to understand their goals, educate them with insights, and build comprehensive financial plans. The role emphasizes nurturing relationships and growing branch business while meeting sales targets.

Candidates typically hold a Mutual Funds licence and are pursuing CIFP Diploma. The position offers competitive compensation and benefits, with development opportunities and recognition for performance.

Qualifications

• Strong customer service mindset with ability to connect with clients.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Ability to uncover and solve customer needs.
• Mutual Funds licence and working toward the CIFP Diploma.

Responsibilities

• Proactively discover customer needs and listen to understand.
• Educate customers with insights and expert advice.
• Build comprehensive financial plans to help clients reach goals.
• Nurture long-term relationships.
• Grow branch business by meeting sales goals.

Skills

Customer service

Sales targets

Needs discovery

Financial planning

Relationship building

Education

Mutual Funds licence

CIFP Diploma in progress

Job description

About the role

What your role will be…
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
Our Advisors are customer‑centric and able to connect with people in a relatable way. 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 what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long‑standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

• The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high‑performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Alberta : Edmonton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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.

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.