calgary, ab investment advisor Jobs – 175 Openings This Week

Financial Advisor, Investment & Retirement Planning - 17th Avenue & 33rd Street, Calgary, Alberta
Scotiabank —Calgary, AB
- Sales
Virtual Financial Advisor - Brookfield Place, Calgary
Scotiabank —Calgary, AB
- Sales
Automotive Journeyman Technician
Metro Ford Sales Ltd —Tsuut'ina, AB
- Full-time
- In-person
- Automotive diagnostics
- Store discount
- Dental care
Quick apply
10d
Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Full-time
- Salesforce
- Microsoft Office
- Communication skills
14d
Sales Director, WFG Calgary
IVARI —Calgary, AB
- $98,000–$132,000 a year
- Weekends as needed
- Presentation skills
- No university degree
- Communication skills
Quick apply
CA Financial Advisor
Edward Jones —Calgary, AB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
1h
Financial Advisor/ Senior Financial Advisor - TransCanada
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
CA Financial Advisor
Edward Jones —Calgary, AB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Financial Advisor/ Senior Financial Advisor - Crowfoot
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
8d
Financial Advisor/ Senior Financial Advisor - West Springs
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
13h
VCIO
MSP OPERATIONAL CORP —Calgary, AB
- $100,000–$110,000 a year
- Full-time
- Azure
- PMP
- Microsoft Office
Quick apply
8d
Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Financial Advisor/ Senior Financial Advisor - Seton
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
8d
Senior Financial Advisor - Ranchlands, Calgary, AB
Scotiabank —Calgary, AB
- Sales
Virtual Mortgage Specialist - Calgary, AB
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Senior Lending Advisor - Horizon Square, Calgary, AB
Scotiabank —Calgary, AB
- Sales
- Salesforce
- Negotiation
!!Automotive Service Advisor!!
Central Auto Care —Calgary, AB
- $6,000–$10,000 a month
- Full-time
- Management
- Customer service
- High school diploma or GED
- Store discount
- Dental care
Quick apply
Business Planning Senior Analyst or Analyst
Pembina Pipeline Corporation —Calgary, AB
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
11d
Director Finance, Canada
Lotus Group —Calgary, AB
- From $175,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Finance
- Wellness program
- Disability insurance
Quick apply
Service Technician (Airdrie Honda)
Go Auto —Airdrie, AB
- Full-time
- Automotive diagnostics
- Dental care

I want to receive the latest job alerts for investment advisor in calgary, ab

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment advisor jobs near calgary, ab

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

Scotiabank -
Calgary, AB

Apply Now

Job details

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 259858

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.
Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

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 : 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.

Apply Now

Refine Your Search

investment advisor jobs in calgary, ab

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

Virtual Financial Advisor - Brookfield Place, Calgary

Automotive Journeyman Technician

Wealth Associate

Sales Director, WFG Calgary

CA Financial Advisor

Financial Advisor/ Senior Financial Advisor - TransCanada

CA Financial Advisor

Financial Advisor/ Senior Financial Advisor - Crowfoot

Financial Advisor/ Senior Financial Advisor - West Springs

VCIO

Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)

Financial Advisor/ Senior Financial Advisor - Seton

Senior Financial Advisor - Ranchlands, Calgary, AB

Virtual Mortgage Specialist - Calgary, AB

Senior Lending Advisor - Horizon Square, Calgary, AB

!!Automotive Service Advisor!!

Business Planning Senior Analyst or Analyst

Director Finance, Canada

Service Technician (Airdrie Honda)

I want to receive the latest job alerts for investment advisor in calgary, ab

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected