Senior Financial Advisor

1 week ago


Westlock, Canada Scotiabank Full time

Requisition ID: 206959
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…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:

  • 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 : westlock
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.



  • Westlock, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise and guidance will be instrumental in building strong relationships with our clients and providing them with tailored financial solutions.Key ResponsibilitiesConduct thorough financial assessments to...


  • Westlock, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise and guidance will be instrumental in building strong relationships with our clients and providing them with tailored financial solutions.Key ResponsibilitiesConduct thorough financial assessments to...

  • Financial Advisor

    4 hours ago


    Westlock, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice and collaborate with RBC...

  • Financial Advisor

    2 hours ago


    Westlock, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice and collaborate with RBC...

  • Financial Advisor

    2 days ago


    Westlock, Canada Royal Bank of Canada> Full time

    Job SummaryJob OpportunityWe are seeking a highly skilled and motivated Financial Advisor to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining relationships with our clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesClient Relationship...

  • Financial Advisor

    2 days ago


    Westlock, Canada Royal Bank of Canada> Full time

    Job SummaryJob OpportunityWe are seeking a highly skilled and motivated Financial Advisor to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining relationships with our clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesClient Relationship...

  • Financial Advisor

    21 hours ago


    Westlock, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate...


  • Westlock, Canada Scotiabank Full time

       Requisition ID: 206959Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Town of Westlock, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt 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...


  • Town of Westlock, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt 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...

  • Financial Intern

    1 day ago


    Westlock, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Financial Intern

    2 days ago


    Westlock, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients...


  • Town of Westlock, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Build and implement comprehensive financial plans that meet the unique needs of each customer.Identify and...


  • Town of Westlock, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Build and implement comprehensive financial plans that meet the unique needs of each customer.Identify and...


  • Westlock, Canada Scotiabank Full time

    Requisition ID: 202670Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat you'll be doing... Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...


  • Westlock, Canada Royal Bank of Canada> Full time

    Position OverviewRole DescriptionAs a Financial Planner at RBC, you will have the chance to oversee and enhance a portfolio of affluent clients. Your role involves conducting thorough evaluations of your clients' financial situations, fostering long-lasting relationships through exceptional guidance, financial planning knowledge, and continuous support. Your...


  • Westlock, Canada Royal Bank of Canada> Full time

    Position OverviewRole SummaryAs a Financial Planner at RBC, you will have the chance to oversee and enhance a portfolio of affluent clients. Your role involves conducting thorough assessments of your clients' financial situations, fostering long-term relationships through exceptional guidance, financial planning skills, and continuous support. Your...


  • Westlock, Canada Royal Bank of Canada> Full time

    Position OverviewRole DescriptionAs a Financial Planner at RBC, you will have the chance to oversee and enhance a portfolio of affluent clients. Your role involves conducting thorough evaluations of your clients' financial situations, fostering enduring relationships through exceptional guidance, financial planning knowledge, and continuous support. Your...

  • Small Business Advisor

    3 months ago


    Town of Westlock, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Small Business Advisor - Westlock, AB Requisition ID: 202670Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and...


  • Westlock, Canada Westlock County Full time

    **County of Westlock, AB**: **General Manager of Planning & Community Development**: **Job Status**: Permanent, Full-time **Department** CAO’s Office **Reports To**: Chief Administrative Officer **Position Summary** The General Manager of Planning and Community Development is responsible for the overall management and direction of the Planning and...