Senior Financial Advisor
3 weeks ago
We are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Conduct financial needs assessments and develop personalized financial plans for clients
- Provide expert advice on investment products and services, including mutual funds, stocks, and bonds
- Build and maintain strong relationships with clients, understanding their financial goals and objectives
- Develop and implement comprehensive financial plans, including day-to-day banking, investments, and borrowing solutions
- Meet and exceed sales targets, delivering a positive customer experience
- Proven experience in financial services, with a strong understanding of investment products and services
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients
- Ability to work in a fast-paced environment, meeting and exceeding sales targets
- Mutual Funds licence and completed CIFP Diploma
- A competitive compensation and benefits package
- A collaborative team environment, with opportunities for professional growth and development
- A commitment to making a difference in our communities, for you and our customers
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Senior Advisor Manager
2 months ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in leading a team of advisors to deliver exceptional client service and drive business growth. Your primary responsibility will be to guide and coach advisors to meet their individual and team goals, ensuring they have the necessary skills and knowledge to provide...
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Senior Financial Advisor
2 weeks ago
Calgary, Alberta, Canada beBee Professionals Full timeJob Title: Senior Financial AdvisorLocation: Calgary, CanadaCompany: beBee ProfessionalsJob Description:beBee Professionals is seeking a skilled Senior Financial Advisor to lead our deal sourcing and origination efforts in Calgary. The ideal candidate will possess a Bachelor's degree in finance or a related field and at least 5 years of experience in a...
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Senior Advisor Manager
2 months ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in driving the success of our team by guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesAdvisor Development: Conduct observational-based coaching sessions to improve advisor performance, provide ongoing training and...
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Senior Financial Advisor
2 months ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the Role:Fidelity Canada is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a...
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Senior Financial Advisor
2 months ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the Role:Fidelity Canada is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a...
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Senior Advisor Coach
1 week ago
Calgary, Alberta, Canada Western Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Advisor Coach to join our team at Western Financial Group. As a key member of our team, you will be responsible for guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesConduct observational-based coaching sessions to improve advisor performance.Perform historical call...
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Senior Financial Advisor
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAs a Senior Financial Advisor, you will be responsible for providing exceptional service to customers, building strong relationships, and developing personalized financial strategies. About the role: You will be a customer-centric advisor, able to connect with people in a relatable way. You will educate customers, provide relevant insights, and expert...
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Senior Financial Advisor
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, banking, and wealth management.Key Responsibilities:Develop and implement...
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Senior Financial Advisor
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, banking, and wealth management.Key Responsibilities:Develop and implement...
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Senior Financial Advisor
5 days ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 208903At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.About the RoleKey Responsibilities:Develop and...
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Senior Wealth Advisor
1 month ago
Calgary, Alberta, Canada Fidelity Canada Full timeJob Title: Senior Wealth AdvisorFidelity Canada is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing exceptional client service, and fostering portfolio growth.Key Responsibilities:Develop business development...
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Senior Wealth Advisor
1 month ago
Calgary, Alberta, Canada Fidelity Canada Full timeJob Title: Senior Wealth AdvisorFidelity Canada is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing exceptional client service, and fostering portfolio growth.Key Responsibilities:Develop business development...
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Senior Wealth Advisor
7 days ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 209443Scotiabank is seeking a talented and enthusiastic Senior Wealth Advisor to join our team in Calgary. As a Senior Wealth Advisor, you will contribute to the overall success of the MD Client Value Performance in Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business...
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Senior Financial Advisor
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Premium Banker to join our team in Vancouver. As a key member of our NBF Wealth Management team, you will play a critical role in delivering exceptional customer service and providing strategic financing solutions to our mass affluent clients.Key ResponsibilitiesDevelop and implement tailored...
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Senior Financial Advisor
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Premium Banker to join our team in Vancouver. As a key member of our NBF Wealth Management team, you will play a critical role in delivering exceptional customer service and providing strategic financing solutions to our mass affluent clients.Key ResponsibilitiesDevelop and implement tailored...
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Financial Planning Advisor
2 months ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
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Financial Planning Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
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Financial Planning Advisor
2 months ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
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Financial Planning Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
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Senior Financial Planner
1 month ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the RoleFidelity Canada is seeking a highly skilled Senior Advisor to join our team. As a Senior Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing exceptional client service, and fostering portfolio growth.Key ResponsibilitiesManage and grow a dedicated client portfolio, creating...