Senior Financial Advisor - 7th and 7th, Calgary, AB

Scotiabank; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading banking institution in Calgary seeks a Senior Financial Advisor to build strong customer relationships and develop comprehensive financial strategies. The role requires a proactive mindset to meet customer needs, educate clients, and exceed sales targets. Candidates must have a Mutual Funds licence and CIFP Diploma. The position offers competitive compensation and supports career development without the need to relocate within the organization.

Benefits

Competitive compensation and benefits

Career advancement opportunities

Supportive leadership and development

Inclusive working environment

Qualifications

• Drive to build strong customer relationships.
• Ability to develop personalized financial strategies.
• Proven sales performance in a fast-paced environment.

Responsibilities

• Proactively discover customer needs and provide insights.
• Educate customers with relevant advice and guidance.
• Build comprehensive financial plans.
• Nurture long-term customer relationships.
• Grow business by achieving sales goals.

Skills

Building strong customer relationships

Strategic mindset in financial strategies

Meeting and exceeding sales targets

Education

Mutual Funds licence and CIFP Diploma

Job description

Title: Senior Financial Advisor - 7th and 7th, Calgary, AB

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

About the role

What your role will be…

Senior 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…

• 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
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed 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 : Calgary

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

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.