Senior Financial Advisor - Ranchlands, Calgary, AB

ExperiencedNo visa sponsorship

at Scotiabank Global Banking and Markets

Investment Banking

Posted 10 days ago

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**Senior Financial Advisor in Ranchlands, Calgary, AB (Senior, FW, Portfolio Mgmt, RRSP, TFSA, Insurance, Tax Planning, Investments)** Senior Financial Advisor role in Calgary's Ranchlands. Responsible for developing and managing client portfolios, providing personalized financial planning (RRSP, TFSA, insurance, tax), and delivering exceptional client service. Must have proven track record (5+ years), CFP/RFPC designation, and strong product knowledge (mutual funds, stocks, bonds).Thrives in a fast-paced environment with excellent communication and listening skills. Proficiency in Wealthsimple and other relevant software tools.

Compensation: Not specified
City: Calgary
Country: Canada

Full Job Description

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