Financial Services Consultant

5 days ago


Edmonton, Alberta, Canada Scotiabank Full time

About the role

What your role will be:

A Financial Services Consultant at Scotiabank helps employees build their futures. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. Our team focuses on providing exceptional service throughout the customer's journey by:

  • Discovering customer needs and understanding what they are asking for
  • Providing relevant insights and expert advice to educate customers
  • Building comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurturing strong, long-standing relationships
  • Delivering against individual and team sales goals that support a positive customer experience

What you'll be doing:

As a Financial Services Consultant, you will be an essential member of the Canadian Banking Branch network. You will:

  • Take a proactive approach to discovering customer needs
  • Develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions
  • Meet and exceed sales targets in a fast-paced environment that aligns with customers' stated goals
  • Possess a Mutual Funds licence and completed CIFP Diploma

What we're offering:

  • The opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers
  • A competitive compensation and benefits package
  • An organization committed to making a difference in our communities
  • Clear, transparent criteria to progress in your career
  • Meaningful development conversations and internal training to support your growth and development


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Financial Services ConsultantAt ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Financial Services ConsultantAt ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Job Summary: As a Financial Services Consultant at ALLTIME INVESTMENTS INC, you will be responsible for identifying clients\u0027 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct thorough financial assessments to understand clients\u0027 current financial situation and...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Job DescriptionWe are seeking a Financial Services Consultant to join our team at ALLTIME INVESTMENTS INC. As a Financial Services Consultant, you will play a key role in identifying clients' financial goals and objectives.Responsibilities:Develop and implement comprehensive financial plans for clients, taking into account their individual needs and...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the financial services industry.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop personalized financial plansMake...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the financial services industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing financial plans. The...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Job Summary: We are seeking a skilled Financial Services Consultant to join our team at ALLTIME INVESTMENTS INC. The ideal candidate will have a Bachelor's degree and 2 years of experience in financial services.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in financial planning. Key responsibilities include analyzing clients' financial records, developing financial plans, and making recommendations on cash management, insurance...


  • Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    We are seeking a highly skilled Senior Financial Consultant to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and investment advisory. Key responsibilities include advising clients on trust account investments, identifying their financial goals and...


  • Edmonton, Alberta, Canada Envision Financial Full time

    Key ResponsibilitiesThe Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The role involves identifying member life stage cycles and providing solutions to financial needs, as well as referring members to appropriate advisors as...


  • Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    At Caishen Financial Services Inc., we are seeking a highly skilled Financial Services Specialist to join our team. The ideal candidate will have a strong background in financial analysis and a proven track record of ensuring compliance with governing legislation and regulations.The successful candidate will be responsible for analyzing clients' financial...


  • Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    About the RoleWe are seeking a skilled Financial Services Consultant to join our team at Alltime Investments Inc. As a key member of our organization, you will be responsible for providing expert financial guidance to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesClient Analysis: Conduct in-depth analysis of clients'...


  • Edmonton, Alberta, Canada Envision Financial Full time

    We are seeking a talented Wealth Management Consultant to join our team at Envision Financial.About the RoleThis is a key position that requires exceptional customer service skills, product knowledge, and sales abilities. As a Wealth Management Consultant, you will be responsible for building strong relationships with current and potential members,...


  • Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About Caishen Financial Services Inc.At Caishen Financial Services Inc., we are committed to providing exceptional financial services to our clients. As a leading provider of financial solutions, we are seeking an experienced and skilled Financial Underwriter to join our team.Job Summary:The Financial Underwriter will be responsible for analyzing clients'...


  • Edmonton, Alberta, Canada Envision Financial Full time

    We are seeking a skilled Financial Service Representative to provide exceptional customer service to current and potential members.The ideal candidate will identify member life stage cycles and provide financial advice or refer them to an appropriate advisor.The role involves managing a portfolio of members, processing complex transactions, and promoting...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About Arrow Financial BusinessAt Arrow Financial Business, we help individuals build their futures – where they can be themselves, and win together. We are committed to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. Our goal is to provide exceptional service...


  • Edmonton, Alberta, Canada Envision Financial Full time

    We are seeking a skilled Financial Services Professional to provide exceptional customer service to our members.The ideal candidate will have a strong understanding of financial products and services, including deposits, investments, and lending options.Key responsibilities will include:Building strong relationships with current and potential...

  • Financial Director

    4 weeks ago


    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Biznes Financial Services Inc is seeking a Financial Director to lead our organization's financial strategy and operations. The ideal candidate will have a Bachelor's degree and 3 years of experience in a similar role. Key responsibilities include allocating resources, establishing financial and administrative controls, and formulating promotional...


  • Edmonton, Alberta, Canada Envision Financial Full time

    We are seeking a skilled Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The Financial Services Professional identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate...