Financial Planner
3 days ago
We are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.
Key Responsibilities:- 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 planning
- Arrange for sale of financial products and investments
- Anti-Money Laundering (CAMS) Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
- Investment Funds Institute of Canada (IFIC) Accreditation
Our team is a fast-paced environment where you will work under pressure with tight deadlines. You will be required to have excellent oral and written communication skills, as well as the ability to work accurately and efficiently.
Benefits:- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
We are committed to creating a welcoming work environment for all employees, including those with disabilities, newcomers and refugees, youth, Indigenous people, and visible minorities. We offer mentorship programs, diversity and cross-cultural training, and awareness training to create a inclusive workplace.
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Financial Planner
3 days ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial...
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Financial Planner
3 days ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial...
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Financial Planner
1 day ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial...
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Financial Planner
1 day ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial...
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Financial Planner
15 hours ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time{"h2": "Job Title: Financial Planner", "p": "We are seeking a skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients\u2019 financial goals and objectives, analyzing their financial records, and developing personalized financial plans. Key Responsibilities: * Identify...
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Financial Planner
20 hours ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time{"h2": "Job Title: Financial Planner", "p": "We are seeking a skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients\u2019 financial goals and objectives, analyzing their financial records, and developing personalized financial plans. Key Responsibilities: * Identify...
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Financial Planner
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Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...
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Financial Planner
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Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...
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Financial Planner
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Fort McMurray, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at BMO. As a Financial Planner, you will play a key role in providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial and investment planning and advice...
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Financial Planner
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Fort McMurray, Canada BMO Full timeJob SummaryBMO is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to deliver a solution in the best interests of the customer.Key ResponsibilitiesProactively engage with new and existing customers and prospects by providing needs-based assessments...
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Financial Planner
3 days ago
Fort McMurray, Canada BMO Full timeJob SummaryBMO is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to deliver a solution in the best interests of the customer.Key ResponsibilitiesProactively engage with new and existing customers and prospects by providing needs-based assessments...
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Financial Planner
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Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...
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Financial Planner
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Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...
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Financial Planner
2 weeks ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...
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Financial Planner
2 weeks ago
Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...
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Financial Planner
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Fort St. John, Canada Royal Bank of Canada> Full time{"Job Summary": "Unlock your potential as a Financial Planner at Royal Bank of Canada, where you'll have the opportunity to manage and grow a portfolio of mass affluent clients.As a Financial Planner, you'll provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial...
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Financial Planner
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Fort St. John, Canada Royal Bank of Canada> Full time{"Job Summary": "Unlock your potential as a Financial Planner at Royal Bank of Canada, where you'll have the opportunity to manage and grow a portfolio of mass affluent clients.As a Financial Planner, you'll provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial...
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Financial Planning Specialist
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Financial Planning Specialist
6 days ago
Fort McMurray, Canada BMO Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals.Key ResponsibilitiesConduct needs-based assessments to identify opportunities for growth and develop solutions to...