calgary, ab banking advisor Jobs – 68 Openings This Week

Virtual Financial Advisor - Brookfield Place, Calgary
Scotiabank —Calgary, AB
- Sales
Banking Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Full-time
- Salesforce
- Microsoft Office
- Communication skills
12d
Senior Lending Advisor - Horizon Square, Calgary, AB
Scotiabank —Calgary, AB
- Sales
- Salesforce
- Negotiation
Financial Advisor, Investment & Retirement Planning - 17th Avenue & 33rd Street, Calgary, Alberta
Scotiabank —Calgary, AB
- Sales
Senior Financial Advisor - Ranchlands, Calgary, AB
Scotiabank —Calgary, AB
- Sales
Director of Finance
Modern People Solutions —Calgary, AB
- $120,000–$140,000 a year
- Full-time
- Hybrid work
- Finance
- Team management
- Accounting
Virtual Mortgage Specialist - Calgary, AB
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Financial Advisor/ Senior Financial Advisor - Crowfoot
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
6d
Business Planning Senior Analyst or Analyst
Pembina Pipeline Corporation —Calgary, AB
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
9d
Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Banking Advisor
Royal Bank of Canada —Calgary, AB
- Full-time
- Sales
7h
Member Experience Advisor - Downtown Core Calgary
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
12h
Associate
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
Banking Advisor Intern
Royal Bank of Canada —Calgary, AB
- Full-time
- Sales
5h
Personal Banking Advisor - Calgary Westwinds
ATB Financial —Calgary, AB
- Evening shift
- Sales
- Finance
- No university degree
Wealth Associate
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
Financial Advisor/ Senior Financial Advisor - TransCanada
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Investment Banking Analyst or Associate Private Company M&A
National Bank of Canada —Calgary, AB
- Full-time
- Microsoft Powerpoint
- English
- Finance
- Wellness program
- Employee assistance program
1d
Credit Underwriter
National Bank of Canada —Calgary, AB
- Full-time
- English
- Finance
- Business development
- Wellness program
- Employee assistance program
7d

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banking advisor jobs near calgary, ab

Virtual Financial Advisor - Brookfield Place, Calgary

Scotiabank -
Calgary, AB

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Job details

Qualifications

Sales

Full job description

Requisition ID: 258946

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

As Virtual 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… In this role, you will be working on-site at our Calgary office to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

Conducting virtual consultations with clients to develop personalized financial plans
Proactively identify new opportunities for clients to optimize their financial well-being
Educating our customers by 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 client relationships
Developing, retaining and growing the 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 and deliver excellence customer service
The proven ability to meet and exceed sales targets in a fast-paced environment
Mutual Funds license and working towards the CIFP Diploma
In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards.

What we’re offering…

The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
Recognition and reward for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
You’ll receive clear, transparent criteria to progress in your career.

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

banking advisor jobs in calgary, ab

Virtual Financial Advisor - Brookfield Place, Calgary

Banking Advisor

Wealth Associate

Senior Lending Advisor - Horizon Square, Calgary, AB

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

Senior Financial Advisor - Ranchlands, Calgary, AB

Director of Finance

Virtual Mortgage Specialist - Calgary, AB

Financial Advisor/ Senior Financial Advisor - Crowfoot

Business Planning Senior Analyst or Analyst

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

Banking Advisor

Member Experience Advisor - Downtown Core Calgary

Associate

Banking Advisor Intern

Personal Banking Advisor - Calgary Westwinds

Wealth Associate

Financial Advisor/ Senior Financial Advisor - TransCanada

Investment Banking Analyst or Associate Private Company M&A

Credit Underwriter

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