Financial Planner Investigator

2 weeks ago

Calgary AB, Canada Servus Credit Union Ltd Full time

Employment Status: Full Time, 37.5 hours per week, Candidates must have flexibility to work a Monday to Saturday rotation as well as a few later evenings.
We are looking for a full-time Financial Advisor Associate at our Buffalo Run branch.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
Our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Opening and reviewing new accounts, following up with members as per member service guidelines
Clearly and skillfully differentiate between credit union and competitor products and services. With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
To qualify, you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.
Although not required, the following education/certificates are valuable assets:
~ Post-secondary education in Finance (or related studies)

These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve. 
In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Training & Development Opportunities
Flexible work options
Competitive Compensation including performance-based incentive pay
Meaningful work towards individual and corporate goals 
This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks
We value and celebrate the richness that diverse backgrounds and experiences bring to our community.

  • Senior Financial Planner, CFP

    3 weeks ago

    Calgary, Canada Blue Chip Recruiting Ltd. Full time

    Our Wealth Management client is looking for a Senior Financial Planner (CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing their clients’ financial futures, this Firm looks beyond the numbers, offering a...

  • Financial Planner

    2 weeks ago

    Calgary, Canada BMO Full time

    Application Deadline: 05/05/2024Address:595 8th Ave SW West TowerProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Demand Replenishment Planner

    1 week ago

    Calgary, AB, Canada Dawn Staffing Solutions Inc. Full time

    One of our clients is looking for a Demand Planner in Calgary , AB for their facility. Take charge of advancing our demand planning infrastructure and procedures to enhance the precision of forecasts for Products/Brands and SKUs. Collaborate with the sales and supply chain teams to enhance forecast accuracy. Predict demand across all product...

  • Demand Planner

    1 week ago

    Calgary, AB, Canada Dawn Staffing Solutions Inc. Full time

    One of our clients is looking for a Demand Planner in Calgary , AB for their facility. Job Duties Take charge of advancing our demand planning infrastructure and procedures to enhance the precision of forecasts for Products/Brands and SKUs. Collaborate with the sales and supply chain teams to enhance forecast accuracy. Predict demand across all...

  • Demand Planner

    17 hours ago

    Calgary, Canada Big Rock Brewery Full time

    Description We are searching for a high energy, enthusiastic professional to join our team in the role of Demand Planner. This position will appeal to an independent, analytical problem solver. The Demand Planner will align demand with production planning throughout the fulfillment cycle by developing the aggregate demand plan and support assumptions of...

  • Demand Planner

    19 hours ago

    Calgary, Canada Big Rock Brewery Full time

    Description We are searching for a high energy, enthusiastic professional to join our team in the role of Demand Planner. This position will appeal to an independent, analytical problem solver. The Demand Planner will align demand with production planning throughout the fulfillment cycle by developing the aggregate demand plan and support assumptions of...

  • Demand Planner

    17 hours ago

    Calgary, Canada Big Rock Brewery Full time

    Description We are searching for a high energy, enthusiastic professional to join our team in the role of Demand Planner. This position will appeal to an independent, analytical problem solver. The Demand Planner will align demand with production planning throughout the fulfillment cycle by developing the aggregate demand plan and support assumptions of...

  • Financial Planner, Investment and Retirement Planning

    1 week ago

    Edmonton, AB, Canada Royal Bank of Canada> Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Demand Planner

    3 days ago

    Calgary, Canada Big Rock Brewery Full time

    Description We are searching for a high energy, enthusiastic professional to join our team in the role of Demand Planner. This position will appeal to an independent, analytical problem solver. The Demand Planner will align demand with production planning throughout the fulfillment cycle by developing the aggregate demand plan and support assumptions...

  • Planner 2 - AMENDMENT

    3 days ago

    Calgary, Canada City of Calgary Full time

    If you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, joinThe City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer...

  • Loss Prevention Investigator

    3 days ago

    Calgary, Alberta, Canada Walmart Canada Full time

    Position Summary...To conduct internal (associate) and external (customer) investigations related to financial & Physical loss and support the greater Loss Prevention team and its strategy.What you'll do...1. Conducts internal investigations involving Associates (i.e.: malicious behavior, policy violations, etc.) under the direction of the Regional Corporate...

  • Loss Prevention Investigator

    3 days ago

    Calgary, Canada Walmart Canada Full time

    Position Summary...To conduct internal (associate) and external (customer) investigations related to financial & Physical loss and support the greater Loss Prevention team and its strategy.What you'll do...1. Conducts internal investigations involving Associates (i.e.: malicious behavior, policy violations, etc.) under the direction of the Regional Corporate...

  • financial planner

    3 weeks ago

    Calgary, Canada CDI College - Calgary North Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArea of specializationFinancial planningPersonal...

  • financial planner

    3 weeks ago

    Calgary, Canada CDI College - Calgary North Full time

    Education: Expérience: EducationBachelor's degreeTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArea of specializationFinancial planningPersonal...

  • Senior Accountant

    2 weeks ago

    Calgary, AB, Canada Western Financial Group Full time

    Senior Accountant (80461) Requisition ID 80461- Posted -  Finance & Accounting -  Calgary -  Alberta -  Canada As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. We take care to deliver the right insurance solution every time so our customers can live confidently. SENIOR ACCOUNTANT ...

  • Demand Planner

    2 days ago

    Calgary, Canada Dawn Staffing Solutions Inc. Full time

    One of our clients is looking for a Demand Planner in Calgary, AB for their facility.Job DutiesTake charge of advancing our demand planning infrastructure and procedures to enhance the precision of forecasts for Products/Brands and SKUs.Collaborate with the sales and supply chain teams to enhance forecast accuracy.Predict demand across all product platforms...

  • Demand Planner

    1 week ago

    Calgary, Canada Dawn Staffing Solutions Inc. Full time

    One of our clients is looking for a Demand Planner in Calgary, AB for their facility.Job DutiesTake charge of advancing our demand planning infrastructure and procedures to enhance the precision of forecasts for Products/Brands and SKUs.Collaborate with the sales and supply chain teams to enhance forecast accuracy.Predict demand across all product platforms...

  • Demand Planner

    1 week ago

    Calgary, Canada Dawn Staffing Solutions Inc. Full time

    One of our clients is looking for a Demand Planner in Calgary, AB for their facility.Job DutiesTake charge of advancing our demand planning infrastructure and procedures to enhance the precision of forecasts for Products/Brands and SKUs.Collaborate with the sales and supply chain teams to enhance forecast accuracy.Predict demand across all product platforms...

  • Demand Planner

    1 week ago

    Calgary, Canada Dawn Staffing Solutions Inc. Full time

    One of our clients is looking for a Demand Planner in Calgary, AB for their facility.Job DutiesTake charge of advancing our demand planning infrastructure and procedures to enhance the precision of forecasts for Products/Brands and SKUs.Collaborate with the sales and supply chain teams to enhance forecast accuracy.Predict demand across all product platforms...

  • Senior Accountant

    2 weeks ago

    Calgary, AB, Canada Western Financial Group Full time

    Career Opportunities: Senior Accountant (80461) Requisition ID 80461- Posted -  Finance & Accounting -  Calgary -  Alberta -  Canada Truthfulness | Fairness | Value | Loyalty As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding...