Senior Financial Advisor - Alberta Future Opportunties

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

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor in Abee, Alberta. In this role, you will proactively manage customer relationships, provide expert financial advice, and develop personalized strategies to help clients achieve their goals. The ideal candidate will have a strong sales background, a Mutual Funds licence, and a CIFP Diploma. Competitive compensation and a supportive team environment are offered.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Inclusive and collaborative work environment

Qualifications

• Proven ability to build strong customer relationships.
• Experience developing personalized financial strategies.
• Ability to meet and exceed targets in a sales environment.

Responsibilities

• Proactively discover customer needs and listen to their requests.
• Educate customers with insights and expert advice.
• Build comprehensive plans that help customers achieve their goals.
• Develop and grow branch business by meeting sales goals.

Skills

Strong customer relationship skills

Strategic mindset

Ability to exceed sales targets

Mutual Funds licence

Education

CIFP Diploma

Job description

Senior Financial Advisor

Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture. 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. You can make an impact and help make the futures of our 25 million customers happen.

What you’ll be doing

• Take a proactive approach to discovering our customers’ needs, listening to understand what they are asking for.
• Educate our customers, providing relevant insights and expert advice.
• Build our customers’ comprehensive plans using a holistic approach to help them achieve their goals.
• Nurture strong, long‑standing relationships.
• Develop, retain and grow 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 : Abee
Canada : Alberta : Acadia Valley
Canada : Alberta : Acheson
Canada : Alberta : Acme
Canada : Alberta : Aden
Canada : Alberta : Aetna
Canada : Alberta : Airdrie
Canada : Alberta : Alberta Beach
Canada : Alberta : Alcomdale
Canada : Alberta : Alder Flats
Canada : Alberta : Aldersyde
Canada : Alberta : Alhambra
Canada : Alberta : Alix
Canada : Alberta : Alliance
Canada : Alberta : Alsike
Canada : Alberta : Altario
Canada : Alberta : Amisk
Canada : Alberta : Andrew
Canada : Alberta : Anzac
Canada : Alberta : Ardmore
Canada : Alberta : Ardrossan
Canada : Alberta : Armena
Canada : Alberta : Arrowwood
Canada : Alberta : Ashmont
Canada : Alberta : Athabasca
Canada : Alberta : Atikameg
Canada : Alberta : Atmore
Canada : Alberta : Balzac
Canada : Alberta : Banff
Canada : Alberta : Barnwell
Canada : Alberta : Barons
Canada : Alberta : Barrhead
Canada : Alberta : Bashaw
Canada : Alberta : Bassano
Canada : Alberta : Bawlf
Canada : Alberta : Bay Tree
Canada : Alberta : Bear Canyon
Canada : Alberta : Beaumont
Canada : Alberta : Beauvallon
Canada : Alberta : Beaverlodge
Canada : Alberta : Beiseker
Canada : Alberta : Bellevue
Canada : Alberta : Bellis
Canada : Alberta : Benalto
Canada : Alberta : Bentley
Canada : Alberta : Berwyn
Canada : Alberta : Bezanson
Canada : Alberta : Big Stone
Canada : Alberta : Big Valley
Canada : Alberta : Bindloss
Canada : Alberta : Birchcliff
Canada : Alberta : Bittern Lake
Canada : Alberta : Black Diamond
Canada : Alberta : Blackfalds
Canada : Alberta : Blackfoot
Canada : Alberta : Blackie
Canada : Alberta : Blairmore
Canada : Alberta : Bloomsbury
Canada : Alberta : Blue Ridge
Canada : Alberta : Blueberry Mountain
Canada : Alberta : Bluesky
Canada : Alberta : Bluffton
Canada : Alberta : Bodo
Canada : Alberta : Bon Accord
Canada : Alberta : Bonanza
Canada : Alberta : Bonnyville
Canada : Alberta : Botha
Canada : Alberta : Bow Island
Canada : Alberta : Bowden
Canada : Alberta : Boyle
Canada : Alberta : Boyne Lake
Canada : Alberta : Bragg Creek
Canada : Alberta : Brant
Canada : Alberta : Breton
Canada : Alberta : Breynat
Canada : Alberta : Brocket
Canada : Alberta : Brooks
Canada : Alberta : Brosseau
Canada : Alberta : Brownfield
Canada : Alberta : Brownvale
Canada : Alberta : Bruce
Canada : Alberta : Bruderheim
Canada : Alberta : Brule
Canada : Alberta : Buck Creek
Canada : Alberta : Buck Lake
Canada : Alberta : Buffalo
Canada : Alberta : Buffalo Head Prairie
Canada : Alberta : Burdett
Canada : Alberta : Busby
Canada : Alberta : Byemoor
Canada : Alberta : Cadogan
... (additional locations omitted for brevity)

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.

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 during the recruitment and selection process, please let our Recruitment team know. 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.