Associate Financial Advisor
2 months ago
We are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.
Key Responsibilities- Investment Advisory: Advise clients on investment opportunities and strategies to maximize returns.
- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
- Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional service and support.
- Staff Supervision: Supervise and mentor junior staff members, providing guidance and training to ensure they meet the highest standards of performance.
- Financial Analysis: Analyze clients' financial records and provide expert advice on financial planning and investment strategies.
- Audit Support: Assist in the planning and execution of financial statement audits, ensuring compliance with regulatory requirements.
- Education: Bachelor's degree in a relevant field, such as finance, accounting, or business.
- Experience: 1 year to less than 2 years of experience in a related field, preferably in a financial services environment.
- Work Setting: Willing to relocate to support the growth of our business.
- Personal Qualities: Accurate, efficient, excellent oral and written communication skills, judgement, organized, and a team player.
Our team operates in a fast-paced environment, working under pressure to meet tight deadlines. We require individuals who can work accurately and efficiently, with attention to detail, to join our team.
Green JobThis role involves duties and responsibilities that lead to positive environmental outcomes, making it a great opportunity for individuals who are passionate about sustainability.
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key Responsibilities:Develop and...
