Financial Advisor

2 weeks ago

Edmonton, Canada 360 DEGREE FINANCIAL Full time

ROLE/ DESCRIPTION

360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through 360 degree financial Associates to help clients reach their financial needs and goals for retirement and more.


360 degree financial(Services are offered in partnership with Experior Financial Group) has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different and we design customized financial approaches fitting to our clients needs. Our team of licensed associates work diligently to ensure that client accounts are constantly updated, processed, and analyzed.

Financial Associates with 360 degree financial are trained to ensure compliance with finance regulations and company policies.


POSITION SUMMARY

As an associate at 360 degree financial, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.


RESPONSIBILITIES

+ Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance;

+ Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers;

+ Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with clients information that can help them make informed decisions;

+ Complies with all the company's risk and regulatory standards, policies, and controls;


REQUIRED SKILLS

+ You have the ability to think creatively and solve problems in a fast-paced environment.

+ You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.

+ You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.

+ You must have integrity.

+ You are caring, reliable, and have a servant attitude.

+ You are a listener and an effective communicator.

+ You are both generous and humble.

+ You are ambitious with the qualities of a teacher.

+ You are dedicated and passionate.

+ You are a visionary and a mover.

+ You possess a positive outlook and are relatable.

+ You maintain a clean and professional appearance.

+ You have reliable transportation.

+ You are looking for a fresh start with a company that makes a REAL difference.

+ Our associates need to be self-directed, hardworking individuals.

+ You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service. (This is a commission based position)

  • Financial Advisor Associate

    2 days ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor Associate

    21 hours ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor Associate

    20 hours ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor Associate

    20 hours ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor

    2 weeks ago

    Edmonton, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION 360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program...

  • Financial Advisor

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Experienced Financial Advisors

    22 hours ago

    Edmonton, Canada Edward Jones Full time

    We believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm’s bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...

  • Experienced Financial Advisors

    20 hours ago

    Edmonton, Canada Edward Jones Full time

    We believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm’s bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...

  • Experienced Financial Advisors

    20 hours ago

    Edmonton, Canada Edward Jones Full time

    We believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm’s bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...

  • Financial Advisor

    2 weeks ago

    Edmonton, Alberta, Edmonton region, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...

  • Everyday Banking Advisor 1

    2 hours ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor

    24 hours ago

    Edmonton, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...

  • Financial Services Administrator

    1 month ago

    Edmonton, Canada Blackburn Davis Financial Full time

    Blackburn Davis Financial is a boutique Financial Planning Firm focused on delivering exceptional client service. We’re seeking a motivated person with a positive attitude to fill an **Administrative Assistant** (insurance and investment) role on our team. Our office environment is one that suits a dynamic, self-motivated individual who wants their...

  • Financial Advisor

    1 month ago

    Edmonton, Canada Servus Credit Union Full time

    **Posting Closes**:August 7, 2023, 4:00pm **Employment Status**:Permanent Full Time **Compensation**:$48,429.00 - $60,536.00 per annum **Additional Information**:Our roving Financial Advisors get the opportunity to travel to branches across the province that need extra support for short periods of time. Servus is growing! We are currently looking for a...

  • Financial Advisor

    1 month ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2407197 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    1 month ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2407197 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    1 month ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2407197 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Financial Advisor

    7 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About the role:Join a dynamic team at Scotiabank in the role of Senior Financial Advisor, where you can truly make a difference and be part of a culture that values diversity, inclusion, and performance.Responsibilities:- Proactively identify customer needs and provide exceptional service- Educate customers and offer expert advice- Develop comprehensive...

  • Advisor Internship Program

    1 month ago

    Edmonton, Canada Raymond James Financial, Inc. Full time

    **Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)** - 2303400 ***_At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and...

  • Financial Advisor Iiroc

    1 month ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...