Financial Services Consultant
2 weeks ago
Education: Bachelor's degree
- Experience: 2 years to less than 3 years
**Tasks**:
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Investigate possible unethical conduct or breeches of securities or commodity futures law
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
**Work conditions and physical capabilities**:
- Tight deadlines
- Attention to detail
- Large caseload
**Personal suitability**:
- Accurate
- Efficient interpersonal skills
- Excellent written communication
- Interpersonal awareness
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 32 hours per week
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Financial Clerk
3 weeks ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: Secondary (high) school graduation certificate - Experience: Will train **Tasks**: - Compile records of deposit, loan and mortgage payments - Prepare real estate rentals, sales and listings data - Store, update and retrieve financial data - Sort, verify and process financial transactions - Verify and balance transactions - Calculate service...
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Financial Advisor
3 days ago
Edmonton, Canada 360 DEGREE FINANCIAL Full timeROLE/ 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...
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Financial Advisor
4 days ago
Edmonton, Canada 360 DEGREE FINANCIAL Full timeROLE/ 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...
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chief financial officer
2 weeks ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...
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chief financial officer
2 weeks ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...
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financial clerk
7 days ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: Secondary (high) school graduation certificateExperience: Will trainTasksCompile records of deposit, loan and mortgage paymentsPrepare real estate rentals, sales and listings dataStore, update and retrieve financial dataProcess applications for loans and mortgagesSort, verify and process financial transactionsVerify and balance transactionsNotify...
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financial clerk
1 week ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: Expérience: EducationSecondary (high) school graduation certificateTasksCompile records of deposit, loan and mortgage paymentsPrepare real estate rentals, sales and listings dataStore, update and retrieve financial dataProcess applications for loans and mortgagesSort, verify and process financial transactionsVerify and balance transactionsNotify...
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Financial Advisor
3 days ago
Edmonton, Alberta, Edmonton region, Canada 360 DEGREE FINANCIAL Full timeROLE/ 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...
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Investment Consultant
4 weeks ago
Edmonton, Canada Voyage Financial Services Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...
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Chief Financial Officer
3 weeks ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish financial and administrative controls; formulate and approve...
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Edmonton, Canada WCB Alberta Full timeCareers - WCB Alberta Job Title: Financial Planning and Performance Consultant **Job Type**: Permanent / Full time Job Location: Edmonton, Alberta - Do you _ - strive to make a difference?_ - value respect, care, excellence, trust and fairness?_ - value a culture where individuals are committed to deliver purposeful client service through a lens of...
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Financial Services Professional Entry Level
14 hours ago
Edmonton, Canada KP Financial Professionals Full timeCompany DescriptionCompany focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.Role DescriptionThere are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with...
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investment consultant
2 weeks ago
Edmonton, Canada Voyage Financial Services Inc. Full timeEducation: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksCollect financial and investment information about companies, stocks, bonds and other investmentsPrepare company, industry and economic outlooks, analytical reports, briefings notes and correspondenceProvide investment advice and recommendations to clients, senior company officials,...
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investment consultant
2 weeks ago
Edmonton, Canada Voyage Financial Services Inc. Full timeEducation: Expérience: EducationBachelor's degreeTasksCollect financial and investment information about companies, stocks, bonds and other investmentsPrepare company, industry and economic outlooks, analytical reports, briefings notes and correspondenceProvide investment advice and recommendations to clients, senior company officials, pension fund...
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Financial Services Professional Entry Level
3 weeks ago
Edmonton, Canada KP Financial Professionals Full timeCompany DescriptionCompany focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.Role DescriptionThere are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with...
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Financial Services Professional Entry Level
4 weeks ago
Edmonton, Canada KP Financial Professionals Full timeCompany Description Company focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability. Role Description There are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients...
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Financial Services Professional Entry Level
3 weeks ago
Edmonton, Canada KP Financial Professionals Full timeCompany DescriptionCompany focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.Role DescriptionThere are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with...
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Destination Services Consultant
5 days ago
Edmonton, Canada GO Destination Services Full timeGO Destination Services has been providing domestic and international relocation services for over 25 years. Our goal is to provide personalized relocation services for professionals relocating to a new city. As a Destination Service Consultant, you will provide personalized relocation services for professionals relocating to Edmonton, AB. Domestic...
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Financial Services Professional Entry Level
3 weeks ago
Edmonton, Alberta, Edmonton region, Canada KP Financial Professionals Full timeCompany DescriptionCompany focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.Role DescriptionThere are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with...
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Financial Control Supervisor
4 weeks ago
Edmonton, Canada Biznes Financial Services Inc Full timeEducation: College/CEGEP - Experience: 2 years to less than 3 years **Tasks**: - Establish work schedules and procedures - Prepare and submit reports - Resolve work related problems - Ensure accuracy of financial transactions - Requisition or order materials, equipment and supplies - Arrange for maintenance and repair work - Co-ordinate activities with...