Senior Financial Advisor - University District

Scotiabank; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking organization as a Senior Financial Advisor, where your expertise will help shape the futures of millions. In this role, you will connect with customers, understand their needs, and develop personalized financial strategies that align with their goals. This innovative firm values diversity and inclusion, offering a competitive compensation package and opportunities for growth within a collaborative team. If you're motivated to make a difference and excel in a customer-centric environment, this is the perfect opportunity for you.

Benefits

Competitive compensation

Benefits package

Career progression opportunities

Internal training programs

Recognition and rewards for high performance

Qualifications

• Strong customer relationship building and strategic financial planning skills.
• Ability to meet sales targets in a fast-paced environment.

Responsibilities

• Provide exceptional service and build comprehensive financial plans.
• Nurture long-term relationships and meet individual sales goals.

Skills

Customer Relationship Management

Financial Planning

Sales Target Achievement

Strategic Mindset

Education

CIFP Diploma

Mutual Funds Licence

Job description

Requisition ID: #

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

About the role

Position: Senior Financial Advisor

At Scotiabank, we help employees build their futures—where they can be themselves and succeed together. Committed to diversity, inclusion, and a performance-oriented culture that emphasizes coaching, learning, and development, we offer endless possibilities. Here, you can make an impact by helping shape the futures of our 25 million customers.

What you’ll be doing

Our Advisors are customer-centric and excel at connecting with people in a relatable way. As a vital part of the Canadian Banking Branch network, your focus will be to provide exceptional service throughout the customer’s journey by:

1. Taking a proactive approach to discovering customer needs and listening to understand their requests.
2. Educating customers and providing relevant insights and expert advice.
3. Building comprehensive financial plans using a holistic approach to help customers achieve their goals.
4. Nurturing strong, long-term relationships.
5. Developing, retaining, and growing the branch business by meeting individual and team sales goals that support a positive customer experience.

What you need to succeed

• The motivation and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strategies, including banking, investments, and borrowing solutions.
• The ability to meet and exceed sales targets in a fast-paced environment aligned with customer goals.
• Possession of a Mutual Funds licence and completion of CIFP Diploma.

What we’re offering

• The chance 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, faster advancement opportunities, and internal training.
• Clear and transparent criteria for career progression.
• Opportunities for growth within your current branch, allowing you to deepen relationships and expand your expertise without relocating.

Location

Canada: Alberta: Calgary

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We assist our customers, their families, and communities in achieving 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.

Inclusion and Accessibility

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