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Client Success Advisor Jobs in Calgary, AB (NOW HIRING)

Holt Renfrew

Beauty Advisor - Cle De Peau

Calgary, AB

CA$15 - CA$25.25/hr

  • Medical

  • Dental

  • Retirement

Build a loyal personal client base by constantly acquiring new customers, developing existing ... Our future success depends on the perspectives and contributions of all our employees -- their ...

Holt Renfrew

Beauty Advisor - Chanel

Calgary, AB · On-site

CA$15 - CA$25.25/hr

  • Medical

  • Dental

  • Retirement

Build a loyal personal client base by constantly acquiring new customers, developing existing ... Our future success depends on the perspectives and contributions of all our employees -- their ...

Sun Life Financial & Reynolds Financial Solutions

Be Seen First

Financial Services Administrative Assistant

Calgary, AB · On-site

CA$40K - CA$50K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

... success of the business and the experience of every Client who walks through our doors. About the Role Reporting directly to Mitch Reynolds, Business Owner and Senior Advisor , you'll provide ...

People Corporation

Director, TPA Solutions

Calgary, AB

  • Retirement

This role requires a consultative, relationship-driven approach acting as a resource to advisors, an advocate for client outcomes, and a credible voice in the marketplace. Success is measured not ...

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Showing results 41-60

All JobsClient Success Advisor JobsClient Success Advisor Jobs in Calgary, AB

Client Success Advisor information

See Calgary, AB salary details

$20.5K

$55.3K

$125K

How much do client success advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success advisor in Calgary, AB is $55,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $59,500.00 per year, depending on experience, location, and employer.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What job categories do people searching Client Success Advisor jobs in Calgary, AB look for?

The top searched job categories for Client Success Advisor jobs in Calgary, AB are:

What cities near Calgary, AB are hiring for Client Success Advisor jobs?

Cities near Calgary, AB with the most Client Success Advisor job openings:

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $55,306 per year, or $26.6 per hour.

Financial Advisor, Investment & Retirement Planning - Calgary, AB (Future Opportunities)

Scotiabank

Calgary, AB • On-site

Full-time

Re-posted 8 days ago

Job description

Requisition ID: 267538 
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:
 

  • 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 regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
  • Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
  • Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

 
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
 

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the CIFP/CFP designation or bank recognized equivalent.
  • Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
  • Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

 
What's in it for you?
 

  • Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
  • A supportive work environment that promotes work-life balance.
  • Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.
     

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.

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