Financial Advisor Associate

7 days ago


Calgary, Alberta, Canada ATB Financial Full time

We're seeking a highly motivated and customer-focused Financial Advisor Associate to join our team. As an Everyday Banking Advisor 2, you will be responsible for delivering exceptional client experiences and building long-lasting relationships with our clients.

Your key responsibilities will include:

  • Providing personalized financial advice and guidance to our clients
  • Identifying opportunities to cross-sell and upsell banking products and services
  • Developing and implementing effective sales strategies to drive revenue growth and improve client satisfaction

To succeed in this role, you will need:

  • 5+ years of experience in a client-facing role, preferably in the financial services industry
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike


  • Calgary, Alberta, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORApply locations Calgary, AlbertaTime type: Full timePosted on: Posted YesterdayJob requisition id: JR00034437You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...


  • Calgary, Alberta, Canada Northfront Financial Full time

    Wealth Management Associate or Wealth Advisor We are seeking a diligent and detail-oriented Wealth Management Associate or Wealth Advisor to join our team. You will provide support to Portfolio Managers to help clients with customized financial strategies to achieve their financial goals by gathering and analyzing financial data, developing sound financial...


  • Calgary, Alberta, Canada Northfront Financial Full time

    Job Title: Wealth Management Associate or Wealth AdvisorJob Summary: We are seeking a diligent and detail-oriented Wealth Management Associate or Wealth Advisor to join our team. The ideal candidate will have 7 or more years of industry experience. You will provide support to Portfolio Managers to help clients with customized financial strategies to achieve...

  • Financial Associate

    3 weeks ago


    Calgary, Alberta, Canada Popowich Karmali Advisory Group Full time

    Financial Associate                                                                                                                               The Financial Associate focuses on providing Popowich Karmali Advisory Group Clients...


  • Calgary, Alberta, Canada Sun Life Financial Full time

    Unlock the Power of Financial Security">In this role, you'll work closely with clients to understand their financial goals and create personalized plans to help them achieve success. With our industry-leading technology and expert training, you'll have the tools and resources you need to thrive in this dynamic field.">Your Journey Begins Here">At Sun Life...


  • Calgary, Alberta, Canada Northfront Financial Full time

    Job Title:  Wealth Management Associate or Wealth Advisor Job Summary:  We are seeking a diligent and detail-oriented Wealth Management Associate or Wealth Advisor to join our team. The ideal candidate will have 7 or more years of industry experience. You will provide support to Portfolio Managers to help clients with customized financial strategies to...


  • Calgary, Alberta, Canada Northfront Financial Full time

    Job Title: Wealth Management Associate or Wealth AdvisorJob Summary: We are seeking a diligent and detail-oriented Wealth Management Associate or Wealth Advisor to join our team. The ideal candidate will have 7 or more years of industry experience. You will provide support to Portfolio Managers to help clients with customized financial strategies to...


  • Calgary, Alberta, Canada Raymond James Financial Full time

    This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes.You have been signed out. This service is set to sign out after {0} minutes of inactivity.Job DescriptionAt Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond...


  • Calgary, Alberta, Canada Northfront Financial Full time

    We are seeking a highly skilled Wealth Management Associate or Wealth Advisor to join our team at Northfront Financial.About the RoleAs a key member of our wealth management team, you will provide support to Portfolio Managers in helping clients achieve their financial goals. This includes gathering and analyzing financial data, developing sound financial...


  • Calgary, Alberta, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance...


  • Calgary, Alberta, Canada Raymond James Financial Full time

    Role SummaryThe Senior Financial Planner is a vital member of the Total Wealth Solutions team at Raymond James Ltd., responsible for delivering exceptional financial planning support to our advisors and clients. This role requires expertise in Canadian financial planning, strong communication skills, and the ability to work collaboratively with various...


  • Calgary, Alberta, Canada Scotiabank Full time

    Company OverviewScotiabank 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.Job DescriptionThis role offers an exciting opportunity to join our team as an Investment Advisor Associate. You will be...


  • Calgary, Alberta, Canada Scotiabank Full time

    At Scotiabank, we're committed to helping our customers build a better future. As a Senior Financial Advisor, you'll play a key role in achieving this goal.About the RoleTaking a proactive approach to understanding customer needs and providing expert advice.Educating customers on relevant financial insights and strategies.Developing comprehensive plans to...


  • Calgary, Alberta, Canada Northback Holdings Corporation Full time

    About the RoleWe are looking for a talented Senior Advisor to join our team at Northback Holdings Corporation. As a Senior Advisor - Financial Analysis and Business Intelligence, you will be responsible for ensuring the integrity and accuracy of the business intelligence (BI) tools, processes, and data.You will work closely with our team to develop and...

  • Financial Advisor

    2 weeks ago


    Calgary, Alberta, Canada Scotiabank Full time

    Title: Financial Advisor - Beddington Square, CalgaryRequisition ID: 208838Join 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...


  • Calgary, Alberta, Canada ATB Financial Full time

    **Career Opportunities**">As a student intern with our Wealth Management team, you will have the opportunity to develop valuable skills and gain hands-on experience in the financial services industry.You will work closely with our experienced Financial Advisors to provide administrative support and assist with tasks such as closing zero balance accounts,...


  • Calgary, Alberta, Canada Scotiabank Full time

    **About the Role:**We are looking for a motivated Senior Financial Advisor to join our Scotiabank team. As a key member of our Canadian Banking Branch network, you will focus on delivering exceptional customer service and building strong relationships with clients.**Key Skills:**Excellent communication and interpersonal skillsAble to connect with people in a...


  • Calgary, Alberta, Canada ATB Financial Full time

    EFS Process Redesign AdvisorWe're seeking an experienced professional to join our team as an EFS Process Redesign Advisor. As a key member of our Everyday Financial Services team, you'll play a critical role in shaping the future of our organization.In this role, you'll be responsible for leading process redesign initiatives to improve efficiency and...


  • Calgary, Alberta, Canada Scotiabank Full time

    As a Senior Financial Advisor at Scotiabank, you will be part of a winning team dedicated to results-oriented culture and inclusive environment.About the RoleYou will discover customer needs through active listening and educate them on relevant insights to develop comprehensive plans.Nurturing strong relationships with customers is key to success in this...


  • Calgary, Alberta, Canada ATB Financial Full time

    OverviewAt ATB Financial, we are dedicated to providing exceptional financial services to our clients. As an Associate Director of Commercial Lending, you will play a key role in maintaining strong client relationships and ensuring the profitability of our portfolio.