financial consultant

Found in: Talent CA 2 C2 - 1 week ago


Calgary, Canada J&H Financial Corp Full time
  • Education: Bachelor's degree
  • Experience: 1 year to less than 2 yearsWork setting
  • Insurance companyTasks
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningComputer and technology knowledge
  • MS OfficeArea of specialization
  • Financial planning
  • Wealth management
  • AccountingWork conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detailPersonal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Interpersonal awareness
  • Organized
  • Team player
  • Due diligenceHealth benefits
  • Dental plan
  • Vision care benefitsOther benefits
  • Team building opportunities
  • Parking available
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week

  • Financial Consultant Investments

    Found in: Jooble CA O C2 - 1 week ago


    Calgary, AB, Canada Sun Life Financial Full time

    Apply locations Calgary, Alberta time type Full time posted on Posted 3 Days Ago job requisition id JR00034437 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...

  • Finops Consultant

    2 days ago


    Calgary, Canada Kyndryl Canada Limited Full time

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  • Executive Compensation Consultant

    Found in: Talent CA C2 - 7 days ago


    Calgary, Canada Marsh McLennan Companies Full time

    Description: Mercer is seeking qualified candidates for an Executive Compensation Consultant with Oil & Gas industry experience in Calgary. The Executive Compensation Consultant supports Oil & Gas clients in the design and execution of performance measurement and reward strategies that reinforce business objectives. This Consultant works with these...

  • Consultant/cfo Role

    2 days ago


    Calgary, Canada BrassRock Consulting Inc Full time

    BrassRock Consulting Inc is a Management Consulting and CFO services firm with the sole purpose of helping companies grow or aiding companies through succession planning. Our track record is very strong due to us having a very robust and disciplined process which has been crafted over the last 8 years. Our approach is composed of understanding all the...

  • Financial Analyst

    2 days ago


    Calgary, Canada InSync Full time

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  • Will and Estate Consultant

    Found in: Talent CA C2 - 1 week ago


    Calgary, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionJob DescriptionWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited...

  • Will and Estate Consultant

    Found in: beBee S CA - 2 weeks ago


    Calgary, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionJob DescriptionWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited...


  • Calgary, Canada SAPSOL Technologies Inc. : Systems and Process Solutions for your Enterprise Full time

    SAPSOL technologies Inc is looking for SAP consultants in the FICO, SD, MM, HCM, Success Factors, BIBO, PS, PP, ABAP, Hana Cloud, and BASIS to implement the project for SPIL (SAPSOL Product Innovation Lab) project program. We are specialized SAP, Cloud, and Big Data consulting company. The project is ideal for candidates who want to work in real time world...

  • Senior Financial Analyst

    Found in: Talent CA C2 - 1 week ago


    Calgary, Canada Alberta Health Services Full time

    Your Opportunity: Reporting to the Manager Budgeting and Forecasting, the Senior Financial Analyst supports all aspects of the AHS annual budgeting and forecasting processes including validating and reconciling budget and forecast information, calculating financial implications of planning decisions, implementing and maintaining budget and forecast...

  • SAP Functional Consultant

    Found in: Talent CA 2A C2 - 3 days ago


    Calgary, Canada SAPSOL Technologies Inc. : Systems and Process Solutions for your Enterprise Full time

    SAPSOL technologies Inc is looking for SAP consultants in the FICO, SD, MM, HCM, Success Factors, BIBO, PS, PP, ABAP, Hana Cloud, and BASIS to implement the project for SPIL (SAPSOL Product Innovation Lab) project program. We are specialized SAP, Cloud, and Big Data consulting company. The project is ideal for candidates who want to work in real time world...

  • SAP Functional Consultant

    Found in: Talent CA C2 - 1 week ago


    Calgary, Canada Sapsol Technologies Inc Full time

    SAPSOL technologies Inc is looking for SAP consultants in the FICO, SD, MM, HCM, Success Factors, BIBO, PS, PP, ABAP, Hana Cloud, and BASIS to implement the project for SPIL (SAPSOL Product Innovation Lab) project program. We are specialized SAP, Cloud, and Big Data consulting company. The project is ideal for candidates who want to work in real time world...

  • Consultant(e) SAP Consultant(e) SAP

    Found in: Jooble CA O C2 - 3 days ago


    Calgary, AB, Canada SAPSOL Technologies Inc. : Systems and Process Solutions for your Enterprise Full time

    SAPSOL technologies Inc is looking for SAP consultants in the FICO, SD, MM, HCM, Success Factors, BIBO, PS, PP, ABAP, Hana Cloud, and BASIS to implement the project for SPIL (SAPSOL Product Innovation Lab) project program. We are specialized SAP, Cloud, and Big Data consulting company. The project is ideal for candidates who want to work in real time world...

  • Operations Consultant

    2 hours ago


    Calgary, Canada International Dairy Queen, Inc. Full time

    **Company Description** Since 1940, Dairy Queen® has been one of the world’s best known and loved brands. Based in Minneapolis, MN, International Dairy Queen Inc., (IDQ), is the parent company of American Dairy Queen Corporation. As a leading franchisor, there are more than 7,000 independently owned and operated restaurants in the U.S., Canada and more...


  • Calgary, Canada BMO Financial Group Full time

    101 Crowfoot Way NW Calgary Alberta,T3G 2R2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Business Consultant

    Found in: Talent CA C2 - 1 week ago


    Calgary, Canada Global Pharma Tek Full time

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  • Calgary, Canada People Corporation Full time

    We are seeking a Business Development Consultant to join our team in Calgary. The Business Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Business Development Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new and existing business...


  • Calgary, Canada People Corporation Full time

    We are seeking a Business Development Consultant to join our team in Calgary. The Business Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Business Development Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new and existing business...


  • Calgary, Canada People Corporation Full time

    We are seeking a Business Development Consultant to join our team in Calgary. The Business Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Business Development Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new and existing business...

  • Business Development Consultant

    Found in: Talent CA C2 - 1 week ago


    Calgary, Canada People Corporation Full time

    Job Description We are seeking a Business Development Consultant to join our team in Calgary. The Business Consultant is responsible for growing the portfolio of National Enterprise clients in the small to mid-sized market space. The Business Development Consultant is responsible for achieving sales results, finding & qualifying leads and bringing new...

  • Senior Business Consultant

    Found in: Talent CA C2 - 1 week ago


    Calgary, Canada Q2 Full time

    As passionate about our people as we are about our mission. What We’re All About : Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, our mission is simple: Build strong, diverse communities by strengthening...