Calgary Ab Senior financial advisor Jobs – 9 Openings This Week

Senior banking advisor
National Bank of Canada —Calgary, AB
- $61,800–$73,700 a year
- Full-time
- English
- Financial services
- Training & development
- Wellness program
- Employee assistance program
Senior Personal Banker Trainee – Home Borrowing
TD Bank —Calgary, AB
- $59,500–$84,000 a year
- Full-time
- Finance
- High school diploma or GED
- Business development
- Paid time off
5d
Senior Financial Advisor - Tuscany Market, Calgary, AB (Temporary - 1 Year)
Scotiabank —Calgary, AB
- Sales
- Customer service
- Financial services
7d
Senior Consultant- Finance Optimization- Financial Accounting and Advisory Services- Assurance
EY —Calgary, AB
- English
- Microsoft Office
- Project management
- Dental care
13d
Senior Financial Planner
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- English
- Business development
- Bachelor's
- Wellness program
- Employee assistance program
Senior Wealth Management Advisor / Certified Financial Planner (CFP)
Griffith & Associates Financial & Estate Planning Services Ltd —Calgary, AB
- Full-time
- Finance
- Business development
- Presentation skills
Quick apply
Chief Advisor Financial Crime Validation
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- English
- Finance
- Master's degree
- Wellness program
- Employee assistance program
Conseiller bancaire senior
National Bank of Canada —Calgary, AB
- $61,800–$73,700 a year
- Full-time
- Customer service
- English
- Financial services
- Wellness program
Senior Personal Banker- Home Borrowing
TD Bank —Calgary, AB
- $59,500–$84,000 a year
- Full-time
- Finance
- High school diploma or GED
- Business development
- Paid time off
14d

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Senior Personal Banker Trainee – Home Borrowing
TD Bank —Calgary, AB
We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information…
$59,500–$84,000 a year
5d

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A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
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A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.

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Senior banking advisor

National Bank of Canada -
Calgary, AB

Apply Now

Job details

Full-time
$61,800–$73,700 a year

Qualifications

Investment
Financial advisory experience
Finance
English
DEC
Customer service orientation
Financial services
Training & development
Client consultation
College diploma
Estate planning
Client interaction

Full job description

Attendance: On-Site

Employment Category: Professional

Type of Contract: Permanent

A career as a Senior Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. With your expertise in banking, you’ll offer a people-centric experience to branch clients and be a resource person for your colleagues.

Your job

Listen to clients’ needs and resolve highly complex situations.
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.
Support your clients through the mortgage renewal or renegotiation process.
Participate in the development of your branch colleagues.
Ensure client satisfaction and engagement, and serve as a point of reference.
Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

Hold a college diploma (DEC) or equivalent
Hold a mutual fund representative (MFR) licence
Advisory service experience, inclusive attitude and openness to diversity
Comfortable sharing knowledge and interest in helping colleagues develop their skills

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and family assistance program
Preferential banking services
Involvement in community initiatives
Telemedicine service
Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Additional required languages: English

Skills: Brand Ambassadorship, Client Education, Driving Results, Finance, Funding, Information Analysis, Insurance, Investments, Mortgage Lending, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business, Taxations, Teamwork, Treasury

Apply Now

Refine Your Search

senior financial advisor jobs in calgary ab

Senior banking advisor

Senior Personal Banker Trainee – Home Borrowing

Senior Financial Advisor - Tuscany Market, Calgary, AB (Temporary - 1 Year)

Senior Consultant- Finance Optimization- Financial Accounting and Advisory Services- Assurance

Senior Financial Planner

Senior Wealth Management Advisor / Certified Financial Planner (CFP)

Chief Advisor Financial Crime Validation

Conseiller bancaire senior

Senior Personal Banker- Home Borrowing

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