Financial Advisor

7 months ago


Lethbridge, Canada Venn Wealth Partners Full time

**Responsibilities**:

- Use in-depth knowledge of products and services to identify new opportunities within the existing client base
- Find and develop new client relationships, both business and individual
- Ensuring investment recommendations are suitable and align with the client’s financial goals, financial plans, objectives, and risk tolerance
- Maintaining a good understanding of client profiles and corresponding strategies
- Prepare, analyze, and present reports and recommendations
- Developing financial plans
- Proactively recommend team and business process improvements
- Responding to client requests, inquiries, and concerns promptly and efficiently
- Adhering to regulatory policies by staying up to date with all industry rulings and policies
- Ensuring all client interactions are accurately documented

Contribute to the team by:

- Supporting practices to ensure administrative processes are streamlined
- Building effective working relationships across the team
- Facilitating a culture of open and honest communication
- Actively participating and contributing to team meetings
- Encouraging the generation of new ideas and approaches
- Sharing knowledge and experience to enhance the development of all team members
- Exhibiting a commitment to grow into a highly trained advisor

**Skills**:

- Relevant industry experience preferred
- Post-secondary education in business, accounting, or finance preferred
- Understanding of industry and firm compliance regulations

Training and accreditations:

- Preference given to those Life Insurance and Accident and Sickness Insurance licensed

**Salary**: Negotiable

Schedule:

- 8 hour shift
- Monday to Friday
- Working out of Lethbridge, AB

Supplemental pay types:

- Commission/ bonus pay

Pay: From $40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Work Location: In person



  • Lethbridge, Canada Sun Life Financial Full time

    Are you looking for a career that allows you to build long-term relationships with people and help them plan financially for the various stages of life?Sun Life Financial is seeking highly motivated individuals to join our team as Financial Advisors. As a Financial Advisor, you will have the opportunity to make a meaningful impact in your community by...

  • Insurance Advisor

    6 months ago


    Lethbridge, Canada Western Financial Group Full time

    **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 Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Financial Advisor

    3 months ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **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...

  • Financial Advisor

    3 months ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **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...

  • Financial Advisor

    2 months ago


    Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **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...


  • Lethbridge, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...


  • Lethbridge, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...


  • Lethbridge, Alberta, Canada TD Bank Full time

    About Us:TD Bank is a leading global financial institution with over 27 million customers in Canada, the United States, and around the world. Our team of over 95,000 colleagues is dedicated to delivering exceptional customer experiences and making a positive impact on our communities.Job Overview:We are seeking a highly skilled Customer Service Specialist -...


  • Lethbridge, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...


  • Lethbridge, Alberta, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is seeking a skilled and motivated Financial Advisor to join our Wealth Management team. As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in financial planning and wealth management.This role involves working with high net worth individuals, families, and business owners to...

  • Financial Advisor

    3 months ago


    Lethbridge, Canada Servus Credit Union Full time

    **Posting Closes**:September 27, 2024, 4:00pm MST **Employment Status**:Full-time, permanent **Compensation**:$52,121 - $72,869 per annum **Additional Information**:The Scenic Drive branch is open Monday - Saturday Servus is growing! We are currently looking for a full-time **Financial Advisor** at our **Scenic Drive Lethbridge branch**. Servus Credit...


  • Lethbridge, Canada Scotiabank Full time

    Requisition ID: 210671 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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...


  • Lethbridge, Canada ... Full time

    p> Saturday, May 25, 2024 We’re searching for a Senior Insurance Advisor . p> Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? We are looking for a career-minded individual who is focused on...


  • Lethbridge, Canada Westland Insurance Ltd. Full time

    We’re searching for a Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Commercial Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...


  • Lethbridge, Canada Westland Insurance Ltd. Full time

    p>We’re searching for a Senior Insurance Advisor. br/> Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? We are looking for a career-minded individual who is focused on growing their insurance industry...


  • Lethbridge, Canada Westland Insurance Ltd. Full time

    We’re searching for a Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Commercial Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...


  • Lethbridge, Alberta, Canada Royal Bank of Canada Full time

    RBC Dominion Securities offers a comprehensive opportunity for a Financial Planning Expert to join their team. With a strong brand and reputation, you will have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.Job Summary:An Investment Advisor at RBC Dominion Securities...


  • Lethbridge, Canada Equest Full time

    Commercial Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #3611Monday, November 18, 2024We're searching for a Commercial Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity fora Commercial Insurance Advisor in our Lethbridge, AB office. Do you...


  • Lethbridge, Canada Equest Full time

    Senior Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #3063Wednesday, November 20, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Lethbridge, AB office. Do you love to...


  • Lethbridge, Canada Westland Insurance Full time

    Commercial Insurance Advisor Lethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2534 Wednesday, April 10, 2024 We’re searching for a  Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Commercial Insurance Advisor in our ...