alberta personal banking advisor Jobs – 128 Openings This Week

Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank —Edmonton, AB
- Sales
Banking Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
Personal Banking Advisor - Sherwood Park Lakeland Ridge
ATB Financial —Sherwood Park, AB
- Evening shift
- Sales
- Finance
- No university degree
8d
Banking Advisor Intern
Royal Bank of Canada —Lethbridge, AB
- Full-time
- Sales
1d
Everyday Banking Advisor - Rocky Mountain House
ATB Financial —Rocky Mountain House, AB
- Finance
- No university degree
- Travel
13d
Financial Advisor- IIROC/MFDA
CIBC —Edmonton, AB
- Full-time
Financial Advisor (Personal Banker)
Lakeland Credit Union —Bonnyville, AB
- $61,425–$76,780 a year
- Full-time
- Communication skills
Quick apply
Banking Centre Leader I
CIBC —Onoway, AB
- Full-time
1d
Client Advisor
Royal Bank of Canada —Cold Lake, AB
- Full-time
- Sales
6d
ScotiaMcLeod Investment Associate - Edmonton
Scotiabank —Edmonton, AB
- Administrative experience
- Communication skills
- Time management
- Paid time off
Insolvency Advisor, Personal Debt Solutions
BDO —Lethbridge, AB
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid time off
Business Advisor - Timberlea Landing, Fort McMurray, AB
Scotiabank —Fort McMurray, AB
- No university degree
- Organizational skills
- Business
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Calgary, AB
- Weekends as needed
- Bilingual
- English
- Agile
Financial Advisor - Parkland Square
Servus Credit Union —Red Deer, AB
- Monday to Friday
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Universal Financial Associate -Barrhead
Servus Credit Union —Barrhead, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
8d
Financial Advisor/ Senior Financial Advisor - Rimbey
Servus Credit Union —Rimbey, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Universal Financial Associate - Fort McMurray
Servus Credit Union —Fort McMurray, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
16h
Financial Advisor - Taradale
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Financial Advisor- Stony Plain/Wabamun
Servus Credit Union —Stony Plain, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Financial Advisor/ Senior Financial Advisor - TransCanada
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Financial Advisor - High River
Servus Credit Union —High River, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
5d
Financial Advisor - Spruce Grove
Servus Credit Union —Spruce Grove, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Senior Lending Advisor - Horizon Square, Calgary, AB
Scotiabank —Calgary, AB
- Sales
- Salesforce
- Negotiation
Universal Financial Associate - Deer Park
Servus Credit Union —Red Deer, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
11d
Financial Advisor, Investment & Retirement Planning - 17th Avenue & 33rd Street, Calgary, Alberta
Scotiabank —Calgary, AB
- Sales

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Financial Advisor, Investment & Retirement Planning (Canada)

Scotiabank
Edmonton, AB

Apply Now

Job details

Skills

Investment
Sales
CFP

Full job description

Requisition ID: 260005

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner

Location(s): Canada : Alberta : Edmonton

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.

Apply Now

Refine Your Search

personal banking advisor jobs in alberta

Financial Advisor, Investment & Retirement Planning (Canada)

Banking Advisor

Personal Banking Advisor - Sherwood Park Lakeland Ridge

Banking Advisor Intern

Everyday Banking Advisor - Rocky Mountain House

Financial Advisor- IIROC/MFDA

Financial Advisor (Personal Banker)

Banking Centre Leader I

Client Advisor

ScotiaMcLeod Investment Associate - Edmonton

Insolvency Advisor, Personal Debt Solutions

Business Advisor - Timberlea Landing, Fort McMurray, AB

Bilingual Home Advisor, RBC Advice Centre

Financial Advisor - Parkland Square

Universal Financial Associate -Barrhead

Financial Advisor/ Senior Financial Advisor - Rimbey

Universal Financial Associate - Fort McMurray

Financial Advisor - Taradale

Financial Advisor- Stony Plain/Wabamun

Financial Advisor/ Senior Financial Advisor - TransCanada

Financial Advisor - High River

Financial Advisor - Spruce Grove

Senior Lending Advisor - Horizon Square, Calgary, AB

Universal Financial Associate - Deer Park

Financial Advisor, Investment & Retirement Planning - 17th Avenue & 33rd Street, Calgary, Alberta

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