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 dedicated to providing a welcoming and inclusive work environment. We offer a range of benefits, including dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
What We Offer:- Bonus
- Commission
- Group insurance 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
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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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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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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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Financial Planner
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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
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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
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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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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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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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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...