Financial Advisor — Build Plans & Relationships (Contract)

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

Job summary

Scotiabank is seeking a Financial Advisor at Sage Hill Plaza Branch, AB (Contract- May 2028). You will build client relationships, educate customers on financial options, and design comprehensive plans to help clients achieve their goals. This contract role emphasizes service excellence and performance in a dynamic team environment.

You’ll leverage a mutual funds licence and work toward CIFP Diploma, with opportunities for coaching, development, and advancement within a major banking network.

Qualifications

• Mutual Funds licence required or in progress.
• Strong client relationship and sales skills.
• Willingness to pursue the CIFP Diploma.

Responsibilities

• Proactively identify client financial needs and provide informed guidance.
• Educate clients with relevant insights and advice.
• Develop comprehensive financial plans and nurture long-term relationships.
• Support branch sales goals and deliver excellent customer service.

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Scotiabank is seeking a Financial Advisor at Sage Hill Plaza Branch, AB (Contract- May 2028). You will build client relationships, educate customers on financial options, and design comprehensive plans to help clients achieve their goals. This contract role emphasizes service excellence and performance in a dynamic team environment.

You’ll leverage a mutual funds licence and work toward CIFP Diploma, with opportunities for coaching, development, and advancement within a major banking network.