Scotiabank Financial Advisor Calgary

Scotiabank seeks a Financial Advisor in Calgary, Alberta, focused on customer needs, holistic planning, and expert financial advice. Build relationships while pursuing sales goals.

As a Financial Advisor, you will discover customer needs, educate clients, and provide relevant insights. You will create comprehensive plans using a holistic approach to help customers achieve goals. The position also emphasizes lasting relationships, branch business growth, and positive customer experiences through individual and team sales goals.

Key Responsibilities:

• Proactively discover customer needs through attentive listening
• Educate customers and provide relevant expert advice
• Build comprehensive plans supporting customers’ goals
• Nurture strong, long-standing customer relationships
• Deliver individual and team sales goals

Requirements:

• Drive to build strong customer relationships
• Commitment to excellent customer service
• Ability to meet and exceed sales targets
• Ability to uncover and solve customer needs
• Mutual Funds licence and progress toward CIFP Diploma

Bring customer insight, holistic planning, relationship development, and sales achievement to Scotiabank’s Calgary Financial Advisor team.