Mobile Financial Planner

Requisition ID: 228300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

A leading financial institution in Lethbridge is hiring a Financial Planner to develop mass affluent client relationships and provide tailored financial advice. This role involves driving investment sales, engaging with clients, and participating in community events. Ideal candidates will have a CFP designation and at least 3 years of financial planning...

Requisition ID: 228300Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...

A leading Canadian bank is hiring an experienced Financial Planner in Lethbridge, Alberta. In this role, you will provide tailored financial planning advice to mass affluent clients and manage a diverse portfolio. The ideal candidate will possess strong financial acumen and proven skills in networking and client acquisition. This full-time position offers...

A leading financial institution in Canada is looking for a Financial Planner to manage a portfolio of clients. You'll deliver comprehensive financial advice and cultivate long-term relationships while achieving performance targets. The ideal candidate has a strong financial background, relevant designations, and the ability to develop client relationships....

A leading financial institution in Canada is looking for a Financial Planner to manage a portfolio of clients. You'll deliver comprehensive financial advice and cultivate long-term relationships while achieving performance targets. The ideal candidate has a strong financial background, relevant designations, and the ability to develop client relationships....

**Company Overview** **Position - Financial Service Representative** The Financial Service Representative provides basic financial advice to assist members with their financial decisions. This includes actively promoting and cross-selling financial products and services to increase the overall profitability of the credit union. **What You’ll Do**: -...

**Company Overview** 1st Choice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth. The...

**Company Overview** 1stChoice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1stChoice Savings is a financially strong Credit Union with a promising potential for growth. The organization...

A leading financial institution is seeking a Mobile Mortgage Specialist in Lethbridge, Alberta. This role requires strong client relationship management and financial planning expertise, with the aim of achieving sales targets in the mortgage sector. The ideal candidate will have at least 3 years of experience in a sales-oriented position. Competitive...