senior financial analyst

Title: Senior Financial Advisor - Edmonton, AB

Posted on: March 28, 2025 by Scotiabank

Job Details

Requisition ID: 215959

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. 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. You help make the futures of our 25 million customers happen.

What You'll Be Doing

1. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
2. Educating our customers, providing relevant insights and expert advice.
3. Building our customer's comprehensive plans using a holistic approach to help them achieve their goals.
4. Nurturing strong, long-standing relationships.
5. Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

What You Need to Succeed

1. The appetite and drive to build strong customer relationships.
2. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
3. The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer's stated goals.
4. A Mutual Funds licence and completed CIFP Diploma.

What We're Offering

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. A competitive compensation and benefits package. An organization committed to making a difference in our communities—for you and our customers. You can expect to be recognized and rewarded for high performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.

Location(s)

Canada: Alberta: Edmonton

Advertised Until

2025-04-26

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.

If you require accommodation 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.