Senior Financial Advisor: Plan, Advise & Grow Client Wealth

Scotiabank; Camrose; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank in Camrose, AB is seeking a Senior Financial Advisor to help clients build their futures. You will assess needs, educate clients, and develop comprehensive financial plans, including day-to-day banking, investments and borrowing solutions.

The role emphasizes building lasting relationships, achieving sales goals, and delivering personalized strategies in a supportive, growth‑driven environment with access to training and advancement opportunities.

Qualifications

• Must have Mutual Funds licence and CIFP Diploma.
• Demonstrated ability to meet and exceed sales targets in a fast-paced environment.
• Strong relationship-building and advisory skills for holistic financial planning.

Responsibilities

• Proactively uncover customer needs and listen to understand their goals.
• Educate clients and provide relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach to achieve objectives.
• Nurture long-standing relationships and deliver against branch sales goals.
• Grow the branch business by meeting individual and team targets while enhancing customer experience.

Skills

Customer relationships

Sales orientation

Strategic financial planning

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank in Camrose, AB is seeking a Senior Financial Advisor to help clients build their futures. You will assess needs, educate clients, and develop comprehensive financial plans, including day-to-day banking, investments and borrowing solutions.

The role emphasizes building lasting relationships, achieving sales goals, and delivering personalized strategies in a supportive, growth‑driven environment with access to training and advancement opportunities.