Senior Financial Advisor

1 week ago


Okotoks AB TS E, Canada Scotiabank Full time $100,000 - $120,000 per year

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.



  • , AB, Canada Independent Advisor Solutions Full time

    Head of Advisor Engagement, Western Region Join to apply for the Head of Advisor Engagement, Western Region role at Independent Advisor Solutions. Location: This position will be based out of our Calgary office. Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub-advisory oversight of...


  • Okotoks, Canada Scotiabank Full time

    A leading bank in the Americas seeks a Senior Financial Advisor in Okotoks. In this role, you will build strong customer relationships and provide tailored financial strategies to meet client needs. Ideal candidates will have a track record in sales and a Mutual Funds licence. The position offers a competitive compensation package and opportunities for...


  • Okotoks, Canada Scotiabank Full time

    A leading bank in the Americas seeks a Senior Financial Advisor in Okotoks. In this role, you will build strong customer relationships and provide tailored financial strategies to meet client needs. Ideal candidates will have a track record in sales and a Mutual Funds licence. The position offers a competitive compensation package and opportunities for...


  • Okotoks, Canada Scotiabank Full time

    A leading bank in the Americas seeks a Senior Financial Advisor in Okotoks. In this role, you will build strong customer relationships and provide tailored financial strategies to meet client needs. Ideal candidates will have a track record in sales and a Mutual Funds licence. The position offers a competitive compensation package and opportunities for...


  • Okotoks, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 239267 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...


  • Okotoks, Canada Scotiabank Full time

       Requisition ID: 239267Join 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...


  • Okotoks, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 239267 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 AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment...


  • Okotoks, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 239267 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 AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment...


  • , AB, Canada Independent Advisor Solutions Full time

    A leading financial services organization in Calgary is seeking a Head of Advisor Engagement for the Western Region, responsible for overseeing relationships with investment advisors across Alberta and beyond. The role demands strong leadership and communication skills, with a focus on developing engagement strategies to support business growth. The ideal...

  • 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...