Enable job alerts via email!

Financial Advisor - Fort McMurray, AB

Scotiabank

Fort McMurray

On-site

CAD 50,000 - 75,000

Full time

13 days ago

Job summary

A leading bank in the Americas is seeking a Financial Advisor in Fort McMurray. This role involves connecting with customers, providing tailored financial plans, and achieving sales targets. Candidates must possess a Mutual Funds license and demonstrate a drive for customer service excellence.

Benefits

Competitive compensation and benefits package
Opportunities for career advancement
Recognition and rewards for high performance

Qualifications

  • Strong interpersonal skills and ability to connect with customers.
  • Experience or ability to exceed sales targets in a customer-focused environment.
  • Commitment to continuous learning and development.

Responsibilities

  • Understand customer needs and provide tailored financial advice.
  • Build and maintain robust customer relationships.
  • Achieve individual and team business targets.

Skills

Customer relationship building
Sales target achievement
Problem-solving

Education

Mutual Funds license
CIFP Diploma (in progress)

Job description

Requisition ID: #

Join a purpose-driven, winning team committed to results in an inclusive, high-performing culture.

What your role will be…

Financial Advisor

At Scotiabank, we help employees build their futures — where they can be themselves and succeed together. With a commitment to diversity, inclusion, and a performance-oriented culture that includes coaching, learning, and development, there are endless possibilities. At Scotiabank, you can make an impact by helping shape the futures of our 25 million customers. 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 customer needs, listening to understand their requests
  • Educating customers, providing relevant insights and expert advice
  • Building comprehensive financial plans using a holistic approach to help customers 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 excellent customer service
  • The proven ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals
  • Ability to uncover and solve customer needs
  • Mutual Funds license and working towards the CIFP Diploma
What we’re offering…
  • The opportunity to join a forward-thinking organization with 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
  • Recognition and rewards for high performance, supported by leadership through meaningful development conversations, internal training, and growth opportunities
  • Clear, transparent criteria for career progression
  • Opportunities for career advancement without relocating, allowing you to build deeper relationships and grow your expertise from your current location
Location

Canada: Alberta: Fort McMurray

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, their families, and communities achieve success through a broad range of advice, products, and services including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive, accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online to be considered. We appreciate all applicants' interest; however, only those selected for an interview will be contacted.

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.