Senior Financial Advisor

2 weeks ago


Okotoks AB TS E, Canada Scotiabank Full time

Requisition ID:

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 : Okotoks || Canada : Alberta : Calgary

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.


  • Insurance Advisor

    1 week ago


    Okotoks, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    6 days ago


    Okotoks, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    2 days ago


    Okotoks, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition...

  • Financial Advisor

    2 weeks ago


    Athabasca, AB TS A, 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

    1 week ago


    Okotoks, Canada Connect First Credit Union Full time

    Join Servus Credit Union - Canada’s Largest Credit Union!We are hiring for a full-time Financial Advisor at our Okotoks branch! Employment Status: Full-time, hours per week Posting closes: January 9, 2026 At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.  We believe in putting...


  • Edmonton, AB TH T, 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…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...


  • St. Albert, AB TN L, 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…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...


  • Calgary, AB TY Z, Canada Servus Credit Union Full time

    Join Servus Credit Union - Canada's Largest Credit UnionWe are hiring for a full-time Senior Financial Advisor at our Shawnessy BranchEmployment Status: Permanent, full-time (37.5 hours per week within hours of operation)Posting closes: December 19, 2025, 4:00 p.m.For Internal Use Only: S3/BAt Servus Credit Union, we do things differently—because we're a...


  • Okotoks, Canada Trouw Nutrition Full time

    Job Description:Join Our Purpose - Feeding the FutureNutrecois a member of the SHV family, and we are committed to 'Feeding the Future' through sustainable and innovative practices. Nutreco has two business lines:Skrettingis a leading global provider of innovative aquafeed solutions, revolutionizing aquaculture for a sustainable future.Trouw...

  • Insurance Advisor

    1 week ago


    Calgary, AB TC E, Canada WealthCo Full time

    # Company OverviewWealthCo's mission is to improve the way financial advice is delivered. Through our Integrated Advisory model, we bring together Wealth Planning, Risk Management, Asset Management, Group Benefits, and professional partners to better serve clients across Canada.# SummaryThe WealthCo Group of Companies ("WealthCo") is seeking an experienced,...