Financial Advisor

4 weeks ago

Okotoks Alberta TL, Calgary region, Canada Scotiabank Full time

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

About the role

What your role will be…
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 and deliver excellent customer service.
  • The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals.
  • To uncover and solve for customers’ needs.
  • Mutual Funds licence and working towards the 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 : Okotoks

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. 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.

#J-18808-Ljbffr

  • Financial Advisor

    4 weeks ago

    Okotoks, Alberta, T0L, Calgary region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 205329Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…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...

  • Financial Advisor

    4 weeks ago

    Okotoks, Alberta, T0L, Calgary region, 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…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 includes...

  • Business Office Advisor

    4 weeks ago

    Calgary, Alberta, Calgary region, Canada Kelly Services , Ltd. Full time

    Kelly has partnered with our client in the Oil and Gas industry to recruit for a Business Office Advisor in Calgary.Job ID: 8818Job Title: Business Office Advisor Duration: Sep. 9/24 to Sep. 8/25Hours: Monday – Friday, 40 hours Pay Rate: $52.00/hourLocations: In office 4 days per week – Calgary, AB T2P 3G7About this opportunity: Reporting to the Senior...

  • Wealth Management Office Administrator

    3 months ago

    Calgary, Alberta, Calgary region, Canada Up Financial Full time

    We're hiring an Office Administrator to assist with day to day client service. This position is ideal for someone with a strong attention to detail, can self organize and wants to work at a smaller firm where their role has a larger impact on the overall success of the business.You will be assisting the advisory team in booking client meetings,...

  • Senior Contracts Advisor

    4 weeks ago

    Calgary, Alberta, Calgary region, Canada Airswift Full time

    Our client, a major Oil and Gas company, is looking for a Senior Contracts Advisor to join their team on a 1-year contract in Calgary.Responsibilities: • Execute procurement best practices for sourcing activities, ensuring these practices are in accordance with COIMS, Cenovus’s procurement policy, procurement management system documents, and all relevant...

  • Financial Reporting Advisor

    4 weeks ago

    Sherwood Park, Alberta, T8A, Edmonton region, Canada Strathcona County Full time

    The Financial Reporting Advisor is responsible for the preparation, analysis, and review of corporate reporting and external compliance filings. This role provides direct support to the Senior Financial Reporting Advisor within the Financial Reporting Branch of Financial and Strategic Services. This position's key responsibilities include communicating...

  • Financial Advisor

    4 weeks ago

    Taber, Alberta, T0K, Lethbridge region, Canada Scotiabank Full time

    Requisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…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 includes...

  • Financial Advisor

    4 weeks ago

    Taber, Alberta, T0K, Lethbridge region, Canada Scotiabank Full time

    Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…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 includes coaching,...

  • Senior Associate

    1 month ago

    Calgary, Alberta, Calgary region, Canada Robertson & Company Ltd. Full time

    Position SummaryThe Senior Associate, Relationship Management plays an integral role in managing client relationships and delivering superior investment management and family office services to high and ultra-high-net-worth clients.Key AccountabilitiesWork closely with the Senior Wealth Advisors/Senior Portfolio Managers to deliver wealth management...

  • Senior Associate

    3 weeks ago

    Calgary, Alberta, Calgary region, Canada Robertson & Company Ltd. Full time

    The ClientOur client is a multi-family office in Calgary that assists high net worth families with investment plans, wealth transition, tax management, philanthropy, insurance and other services.What you will achieve in this roleWork closely with the Senior Wealth Advisors/Senior Portfolio Managers to deliver wealth management servicesRespond to client...

  • Insurance Associate

    2 months ago

    Calgary, Alberta, Calgary region, Canada Robertson & Company Ltd. Full time

    Our Client:Our client, a unique family office who provide a distinctive approach to high-net-worth services, is looking for an Insurance Associate to join their team. As a key member you will play an integral role working with and supporting the families they service with their day-to-day administrative, investment, and wealth management with a primary focus...

  • Financial Advisor in Spirit River, AB

    4 weeks ago

    Grande Prairie, Alberta, T0H, Grande Prairie region, Canada Co-operators Full time

    Company: CGIC/Co-operatorsDepartment: Retail SalesEmployment Type: Regular Full-TimeWork Model: Office BasedLanguage: This role operates in EnglishJob Grade: 0-Not ApplicableThe OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance...

  • Financial Advisor

    4 weeks ago

    Fort McMurray, Alberta, T0P, Fort McMurray region, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…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...

  • Financial Advisor

    4 weeks ago

    Fort McMurray, Alberta, T0P, Fort McMurray region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 201465Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…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...

  • Financial Advisor

    1 month ago

    Fort McMurray, Alberta, T0P, Fort McMurray region, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201465Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves,...

  • Sr. Wealth Advisor

    4 weeks ago

    Fort McMurray, Alberta, T0P, Fort McMurray region, Canada 10 Percent Recruiting Ltd. Full time

    Job Title: Sr. Wealth AdvisorLocation: Fort McMurray, AlbertaType: Permanent, OnsiteAll applicants must be legally entitled to work in Canada.The PositionUnlocking Wealth: Are you ready to embark on a new journey? Join our client's team and play a pivotal role in growing and shaping the financial futures of high net-worth clients as a Sr. Wealth Advisor!...

  • Estate Lawyer

    2 months ago

    Calgary, Alberta, Calgary region, Canada Kormos LLP Full time

    Position Title: Estate Lawyer (Associate)Location: Calgary, AB (Kensington)Job Type: Full-time About Kormos LLP:Kormos LLP is a boutique law firm, specializing in estate planning & litigation, business law services (starting Summer, 2024), and family law (launching Fall, 2024).Our team is recognized for their tailored approach to advising and representing...

  • Financial Advisor

    4 weeks ago

    Fort McMurray, Alberta, T0P, Fort McMurray region, Canada Scotiabank Full time

    Requisition ID: 201465Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…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...

  • Consultant

    4 weeks ago

    St. Albert, Alberta, T2N, Calgary, Canada IG Wealth Management Full time

    Company DescriptionExperience the true value of advice with IG Wealth Management in St Albert, AB, where lifelong relationships and industry-leading expertise secure your financial future. Our approach considers every dimension of your financial life, crafting personalized strategies with powerful human advice, world-class asset managers, and proactive...

  • Relationship Manager

    1 month ago

    Airdrie, Alberta, P4B, Calgary region, Canada AFCC Automotive Finance Canada Inc Full time

    Who We Are:At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on...