Home / Jobs / Financial Advisor, Investment & Retirement Planning - Canmore, Alberta
Posted:
March 23, 2026
Location:
Calgary, Alberta, Canada

Job Description

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), 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:
 

  • Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.

  • Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients r...

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    Job Overview

    Job Type: Full-time
    Location: Calgary, Canada
    Posted: March 23, 2026
    Deadline: May 02, 2026