Senior Financial Advisor: Wealth & Client Growth

Scotiabank; Calgary; On-site; CAD 65,000 - 105,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Career development

Team-oriented culture

Job summary

Scotiabank in Calgary, Alberta is seeking a Senior Financial Advisor to serve as a trusted partner for clients, helping them navigate day-to-day banking, investments, and borrowing solutions. You will join a collaborative Canadian Banking Branch network focused on exceptional service and long-term relationships.

You will educate clients, create comprehensive plans, and work with sales goals to grow branch business.

Qualifications

• Ability to build strong customer relationships and understand client goals.
• Strategic mindset to tailor financial strategies (banking, investments, borrowing).
• Proven track record of meeting or exceeding sales targets in a frontline financial services role.
• Mutual Funds licence and CIFP Diploma are required.

Responsibilities

• Proactively discover customer needs and listen to understand their requests.
• Educate clients with insights and expert financial guidance.
• Develop personalized financial plans to help clients achieve goals.
• Build and grow long-term relationships and branch business through sales goals.

Job description

Scotiabank in Calgary, Alberta is seeking a Senior Financial Advisor to serve as a trusted partner for clients, helping them navigate day-to-day banking, investments, and borrowing solutions. You will join a collaborative Canadian Banking Branch network focused on exceptional service and long-term relationships.

You will educate clients, create comprehensive plans, and work with sales goals to grow branch business.