Barbara Mercredi PFP® in

Barbara Mercredi PFP®

Sharpshooter · DISC type DC
Director, Indigenous Financial Services at Scotiabank
📍 Kelowna, British Columbia, Canada

Barbara Mercredi is the Director of Indigenous Financial Services at Scotiabank, leveraging over 22 years of banking expertise in commercial and wealth management. She leads national strategies for Indigenous Economic Reconciliation and holds the Personal Financial Planner (PFP®) designation, focusing on tailored financial solutions for communities across Canada.

As a proud Métis Cree woman and member of the Métis Nation of Northwest Territories, Barbara is passionate about community engagement. She has served on Rotary Club boards and as a former Chair for Habitat for Humanitys Global Village. Her personal interests include cultural travel, live music, and literature.

Unique fact: Barbara has extensive experience working with communities in the North and is happiest when she is in, on, or around water.

Read the full overview →
Experience
14 Years
Current Role
Director, Indigenous Financial Services
Job Level
Mid-senior
Location
Kelowna, British Columbia, Canada
Personality Overview

How Barbara shows up

Fast But Analytical
Rigorous & Demanding
Precise But Practical

They like to move fast and expect the same from others. They take a lot of pride in personal achievements. They respond better to strong and respectful interactions.

Priorities

Topics Barbara cares about

Economic Reconciliation
Her professional focus is on bridging Indigenous community priorities with financial frameworks to foster partnership and shared prosperity.
Indigenous Business
Leads national business development for Scotiabank's Indigenous Financial Services, supporting economic sovereignty and growth for Indigenous communities.
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Career

Work history

5-2024
Director, Indigenous Financial Services
Scotiabank
11-2019 - 11-2023
Private Banker
RBC
10-2016 - 11-2019
Senior Commercial Account Manager
RBC
1-2012 - 10-2016
Commercial Account Manager
RBC
11-1997 - 3-1999
Tour Consultant
La Beduina Tours
In the press

Media appearances

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Education

Barbara has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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