Financial Advisor
5 months ago
**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
-
Insurance Advisor
5 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
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...
-
Financial Advisor
2 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
1 month 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...
-
Everyday Banking Advisor 2
5 months ago
Lethbridge, Canada ATB Financial Full timeAt 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,...
-
Sun Life Financial Advisor
3 weeks ago
Lethbridge, Alberta, Canada Sun Life Full timeAre you ready to take control of your life and career?Sun Life is seeking a motivated and driven Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business, achieve financial independence, and enjoy a work-life balance.With exceptional training and support, you will be equipped to provide trusted...
-
Sun Life Financial Advisor
3 weeks ago
Lethbridge, Alberta, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and take control of your life.Enjoy financial independence and work-life balance by building your own business.As a Sun Life advisor, you'll receive exceptional training and support to help you succeed, competitive compensation, and ongoing recognition for your achievements.Discover the benefits of being...
-
Sun Life Financial Services Advisor
1 week ago
Lethbridge, Alberta, Canada Sun Life Full timeJob DescriptionAs a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.You'll be responsible for growing your business by prospecting within your network and in your community, meeting with prospects and clients to review their goals, and...
-
Investment Advisor
1 month ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...
-
Investment Advisor
1 month ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...
-
Financial Advisor
2 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...
-
Sun Life Financial Advisor
3 weeks ago
Lethbridge, Alberta, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.With exceptional training and support, you'll have the tools to succeed and achieve your goals.As a Sun Life advisor, you'll enjoy competitive compensation, ongoing recognition for your achievements, and the...
-
Investment Advisor
4 weeks ago
Lethbridge, Alberta, Canada RBC - Royal Bank Full timeJob SummaryUnlock Your Potential as an Investment Advisor at RBCAs a seasoned Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert financial planning and investment...
-
Investment Advisor
3 weeks ago
Lethbridge, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a financial expert with RBCAs a Strategic Financial Advisor at RBC Dominion Securities, you will help your clients achieve their financial goals while building a successful career. You will have the opportunity to work with high-net-worth individuals, families, and business owners, providing personalized...
-
Financial Advisor Trainee
1 week ago
Lethbridge, Canada Scotiabank Full timeRequisition 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...
-
Investment Advisor
4 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...
-
Investment Advisor
4 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...
-
Financial Services Professional
2 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment AdvisorAt RBC Dominion Securities Inc., we're seeking a skilled Investment Advisor to help high-net-worth individuals, families, and business owners achieve their financial goals. As an Investment Advisor, you'll leverage our extensive investment and wealth management resources to create customized portfolios and wealth plans for your...
-
Investment Advisor
3 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment Advisor - Wealth Management ExpertAbout the Role:We are seeking a highly skilled Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with personalized financial planning and investment...
-
Client Advisor Intern
1 month ago
Lethbridge, Alberta, Canada Royal Bank of Canada Full timeJob Title: Client Advisor InternJob Summary:We are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. As a Client Advisor Intern, you will play a key role in providing exceptional client service and support to our clients, while also developing your skills and knowledge in client relationship management.Key...