Calgary, Alberta, Canada · On-site
Requisition ID: 264673 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…
Skills: Financial Planning, Investment Sales, Retirement Planning, Wealth Accumulation, Estate Planning
Calgary, Alberta, Canada · On-site
SLB is seeking a personable and proactive individual to join our team as an Indigenous Affairs Administrator. Based in Calgary, AB, this role is central to supporting administrative operations and representing SLB within…
Skills: Event Coordination, Public Speaking, Interpersonal Skills, Microsoft Excel, Microsoft Word
Calgary, Alberta, Canada · Hybrid
Normal 0 false false false false EN-CA X-NONE X-NONE About Benpro Technologies Benpro Technologies is a specialized metal bending and fabrication business serving infrastructure, industrial, energy, power generation, and…
Skills: Financial Reporting, Accounting Fundamentals, Cash Flow Management, Internal Controls, Process Improvement
Calgary, Alberta, Canada · On-site
Property Manager Calgary, AB Join Us to Grow, Connect, and Make an Impact. At BGO Properties, we’re dedicated to enhancing personal and professional growth, fostering meaningful connections, and giving back to the …
Skills: Property Management, Operational Oversight, Budgeting, Financial Reporting, Tenant Relations
Calgary, Alberta, Canada · On-site
Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a major Canadian retailer, meeting …
Skills: Sales, Customer Service, Face-to-face Communication, Relationship Building, Product Knowledge
Calgary, Alberta, Canada · On-site
Trico Homes is looking for the sharpest tool in the shed. Join us today. “Trico Homes is made up of an incredible team of people who are dedicated to building outstanding homes and communities in and surrounding Ca…
Skills: Full Cycle Accounting, Financial Reporting, Balance Sheet Reconciliation, Financial Statements, Microsoft Excel
Calgary, Alberta, Canada · On-site
Who We Are Rising Edge Group is an electrical contracting company founded in 2002, specialization in high-voltage electrical solutions that power critical infrastructure across North America. With operations in both Cana…
Skills: Procurement, Purchase Order Management, Sourcing, Vendor Management, Viewpoint Vista
Calgary, Alberta, Canada · On-site
Who We Are Rising Edge Group is an electrical contracting company founded in 2002, specialization in high-voltage electrical solutions that power critical infrastructure across North America. With operations in both Cana…
Skills: Accounts Receivable, Excel, Pivot Tables, Vlookups, Data Management
Calgary, Alberta, Canada · Hybrid
Our organization The Alberta Securities Commission (ASC) is the industry-funded regulator responsible for administering the province's securities laws. It is entrusted with fostering a fair and efficient capital market i…
Skills: Financial Reporting, Financial Analysis, Compliance, Regulatory Judgment, Stakeholder Engagement
Calgary, Alberta, Canada · On-site
A Place Where People Matter. Start your career journey with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position Repor…
Skills: SAP, Tableau, MS Office, Access Database, Pricing Strategy
Calgary, Alberta, Canada · Hybrid
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insi…
Skills: Tax Audits, Tax Appeals, Tax Filing, Risk Analysis, Corporate Tax Returns
Calgary, Alberta, Canada · Remote Solely
$200k–$240k/yr
Who we are: At ZayZoon, we are on a mission to save 10 million hardworking employees 10 billion dollars. We’ve created a financial empowerment platform that helps businesses of all sizes make a big impact on employee fin…
Skills: Ruby on Rails, Domain-Driven Design, Microservices, AWS, SQL
Calgary, Alberta, Canada · Remote Solely
We are seeking motivated individuals with strong customer service skills to join a well-established supplemental benefits organization that has supported families for more than 65 years. As we continue expanding into new…
Skills: Customer Service, Sales, Relationship Building, Task Prioritization, Verbal Communication
Calgary, Alberta, Canada · On-site
Job Description What is the opportunity? As Associate Director, Corporate Finance, you are part of a team of client-facing credit professionals aligned to our large commercial client segment within CFS, defined as commer…
Skills: Communication, Credit Analysis, Customer Service, Decision Making, Detail-Oriented
Calgary, Alberta, Canada · On-site
Join us to build a more rewarding financial future for all Canadians At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’…
Skills: Lifecycle Marketing, CRM Platform Management, Customer Journey Mapping, Content Strategy, Segmentation
Calgary, Alberta, Canada · On-site
Job Description What is the opportunity? As Director, Corporate Finance, Automotive Finance you are part of a team of client-facing finance and credit professionals aligned to our large commercial client segment within C…
Skills: Communication, Credit Analysis, Customer Service, Decision Making, Detail-Oriented
Calgary, Alberta, Canada · Hybrid
Job Description PPI company overview: PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide…
Skills: Financial Reporting, Team Leadership, Accounts Payable, Accounts Receivable, General Ledger Reconciliation
Calgary, Alberta, Canada · Hybrid
Join us to build a more rewarding financial future for all Canadians At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’…
Skills: Mortgage Operations, Underwriting, Loan Fulfillment, Loan Funding, Credit Risk Management
Calgary, Alberta, Canada · On-site
THE BIGGEST risk IS STANDING still. The Opportunity Are you a strategic, forward-thinking leader with a passion for risk management and building strong, resilient organizations? We’re looking for a Director, Risk Managem…
Skills: Enterprise Risk Management, Operational Risk Management, Non-Financial Risk Management, Regulatory Compliance, Strategic Leadership
Calgary, Alberta, Canada · On-site
THE BIGGEST risk IS STANDING still. The Opportunity Are you a strategic, forward-thinking leader with a passion for risk management and building strong, resilient organizations? We’re looking for a Director, Risk Managem…
Skills: Enterprise Risk Management, Operational Risk Management, Non-Financial Risk Management, Regulatory Compliance, Strategic Leadership
Calgary, Alberta, Canada • On-site
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Manage a portfolio of clients to meet deposit and investment sales goals through personalized financial strategies. Conduct in-depth reviews focusing on retirement, wealth accumulation, and estate planning to deepen banking relationships.
Candidates should have experience in financial planning and investment sales with a CIFP/CFP designation or equivalent. Certification as a Mutual Funds Representative and knowledge of market trends and regulatory environments are required.
Requisition ID: 264673
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner 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:
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
What’s in it for you?
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. If you require technical assistance, please click here. 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.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
Offices: 40 King St W, Toronto, Ontario M5H, CA · Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX · Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
There are currently 369 open finance & accounting positions in Calgary, Canada listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include TD, BMO, Scotiabank, Neo Financial, Parkland Corporation, among others. Browse the listings above to see every active employer.
Yes — 154 of the 369 open finance & accounting positions offer remote or hybrid work (34 remote, 120 hybrid).
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