Current jobs related to Financial Planning Associate - Edmonton, Alberta - IG Wealth Management

  • Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    Job Title: Financial Planning AssociateJob Summary: We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and analysis.Key Responsibilities:Advise clients on trust account investments and...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Financial PotentialJoin a dynamic team of financial professionals at Bootle & Associates, where you'll have the opportunity to grow your career and make a real impact on the lives of our clients.We're seeking a highly motivated and experienced Financial Planning Associate to join our team. As a key member of our advisory team, you'll work closely...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateJoin a dynamic team at Bootle & Associates, a leading high-net-worth financial planning practice in Canada. As a Private Wealth Management Associate, you will play a key role in delivering exceptional client experiences and driving business growth.About the OpportunityWe are seeking a motivated...

  • Financial Planning Associate

    2 weeks ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    Job Title: Financial Planning AssociateAbout the Role:We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for advising clients on trust account investments and identifying their financial goals and objectives.Key...

  • Financial Planning Associate

    2 weeks ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    Job Title: Financial Planning AssociateAbout the Role:We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for advising clients on trust account investments and identifying their financial goals and objectives.Key...

  • Financial Planning Associate

    2 weeks ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    Job Title: Financial Planning AssociateAbout the Role:We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for advising clients on trust account investments and identifying their financial goals and objectives.Key...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our advisory team, you'll have the opportunity to grow your client base and work collaboratively with our experienced professionals.About the...

  • Financial Planning Associate

    2 weeks ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    We are seeking a skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with experience in trust account management and financial statement audits.The successful candidate will be responsible for:Providing financial planning and...

  • Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    We are seeking a skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a strong background in finance and be able to advise clients on trust account investments.Key Responsibilities:Advise clients on trust account investmentsIdentify clients' financial goals and objectivesSupervise...

  • Senior Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job Title: Senior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team in Canada. As a key member of our ScotiaMcLeod team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Contribute to the overall success of...

  • Senior Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job Title: Senior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team in Canada. As a key member of our ScotiaMcLeod team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Contribute to the overall success of...

  • Senior Financial Planning Associate

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Senior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team. As a key member of our Wealth Planning team, you will be responsible for providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Champion a customer-focused culture to deepen client relationships...

  • Senior Financial Planning Associate

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Senior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team. As a key member of our Wealth Planning team, you will be responsible for providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Champion a customer-focused culture to deepen client relationships...

  • Senior Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Senior Financial Planning AssociateAs a Senior Financial Planning Associate at Scotiabank, you will play a key role in providing financial planning support to a dedicated Wealth Advisor team. Your primary responsibility will be to prepare and deliver personal financial plans to clients, working closely with advisors to implement recommendations and achieve...

  • Senior Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Senior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team. As a key member of our Wealth Planning team, you will be responsible for providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Champion a customer-focused culture to deepen client relationships...

  • Senior Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Senior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team. As a key member of our Wealth Planning team, you will be responsible for providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Champion a customer-focused culture to deepen client relationships...

  • Senior Financial Planning Associate

    5 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Canada.As a key member of our Wealth Planning team, you will contribute to the overall success of ScotiaMcLeod by delivering exceptional financial planning services to our clients.Main Responsibilities:Champion a customer-focused culture to...

  • Senior Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Role SummaryThe Senior Financial Planning Associate will contribute to the overall success of ScotiaMcLeod in Canada by executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.Key responsibilities include:Providing financial planning support to a dedicated Wealth Advisor team in preparing and...

  • Financial Planning Specialist

    2 months ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...

  • Financial Planning Specialist

    2 months ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...

Financial Planning Associate

2 months ago

Edmonton, Alberta, Canada IG Wealth Management Full time
About the Role

We are seeking a highly motivated and experienced Financial Planning Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will play a critical role in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Develop and implement comprehensive financial plans for high net worth clients, leveraging industry-leading software and expertise.
  • Collaborate with colleagues to identify new business opportunities and drive external marketing strategies.
  • Build and maintain strong relationships with clients, providing tailored financial solutions and exceptional service.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices.
  • Contribute to the development of business growth strategies and initiatives, aligned with company goals.
Requirements
  • Minimum 5 years of experience in the financial services industry, with a proven track record of business development and client service.
  • Completed IIROC licensing or willingness to obtain.
  • Life License Qualification Program (LLQP) or willingness to obtain.
  • CFP designation considered an asset.
What We Offer
  • Competitive compensation package, including salary and bonus aligned to business achievement.
  • Opportunity to build equity ownership in the practice, aligned with business performance.
  • Hybrid-working environment and flexibility in your schedule.
  • Professional development opportunities, including training and mentorship.