Current jobs related to Financial Services Specialist - Lethbridge, Alberta - Servus Credit Union

  • Financial Accounting Specialist

    4 days ago

    Lethbridge, Alberta, Canada Anet Fiber Tech Inc Full time

    Job Title: Financial Accounting SpecialistWe are seeking a highly skilled Financial Accounting Specialist to join our team at Anet Fiber Tech Inc. The ideal candidate will have excellent attention to detail, strong analytical skills, and the ability to work accurately under pressure.About the Role:This is a permanent full-time position with 35 hours of work...

  • Financial Data Specialist

    5 days ago

    Lethbridge, Alberta, Canada Road Runner Freight Inc. Full time

    At Road Runner Freight Inc., we are seeking an experienced Financial Data Specialist to join our team.Key ResponsibilitiesCalculate and prepare cheques for payroll, ensuring accurate and timely payments to our employees.Conduct thorough analysis of financial records to identify areas for improvement and implement changes to optimize our financial...

  • Financial Operations Specialist

    2 days ago

    Lethbridge, Alberta, Canada Haul All Equipment Systems Full time

    Job Description:We are seeking a highly skilled Financial Operations Specialist to join our team at Haul All Equipment Systems.The ideal candidate will have experience in financial record-keeping, budgeting, and forecasting. They will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and analyzing...

  • Financial Services Professional

    1 month ago

    Lethbridge, Alberta, Canada RBC Insurance Agency Ltd. Full time

    Job Opportunity:We are seeking a highly motivated and experienced Insurance Advisor to join our team at RBC Insurance Agency Ltd. As an Insurance Advisor, you will play a key role in providing integrated life insurance planning and advice to our clients.Key Responsibilities:Connect with clients to understand their life events and offer comprehensive...

  • Financial Services Professional

    1 month ago

    Lethbridge, Alberta, Canada RBC Insurance Agency Ltd. Full time

    Job Opportunity:We are seeking a highly motivated and experienced Insurance Advisor to join our team at RBC Insurance Agency Ltd. As an Insurance Advisor, you will play a key role in providing integrated life insurance planning and advice to our clients.Key Responsibilities:Connect with clients to understand their life events and offer comprehensive...

  • Financial Accounting Specialist

    4 days ago

    Lethbridge, Alberta, Canada iHaul Freight Limited Full time

    Job Description:iHaul Freight Limited is seeking a highly skilled Financial Accounting Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and ensuring the timely submission of tax returns.Required Skills and Qualifications:A minimum of 1...

  • Financial Data Specialist

    2 days ago

    Lethbridge, Alberta, Canada Sadaiv Education Consulting Full time

    Job DescriptionSadaiv Education Consulting is seeking a highly organized and detail-oriented Financial Data Specialist to join our team.Key Responsibilities:Accounting and Bookkeeping:Calculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and...

  • Financial Operations Specialist

    5 days ago

    Lethbridge, Alberta, Canada Haul All Equipment Systems Full time

    Haul All Equipment Systems is seeking a skilled Financial Operations Specialist to join their team. The ideal candidate will have a solid understanding of bookkeeping principles and be proficient in using enterprise resource planning (ERP) software, such as SAP. Key responsibilities of this role include maintaining financial records, preparing cheques for...

  • Financial Analyst

    2 days ago

    Lethbridge, Alberta, Canada Maple Leaf Foods Full time

    About the OpportunityWe are seeking a highly skilled Financial Analyst - Accounting and Reporting Specialist to join our team. In this role, you will be responsible for preparing financial reports, analyzing account reconciliations, and providing accounting support to office staff.Key ResponsibilitiesPrepare and review financial reports, including journal...

  • Tax and Financial Services Specialist

    3 weeks ago

    Lethbridge, Alberta, Canada Farm Business Consultants Full time

    Job OverviewAs a Tax and Member Services Advisor at Farm Business Consultants, you will play a crucial role in helping our members achieve their financial goals. With a strong focus on providing exceptional tax and accounting advice, you will foster strong relationships with our members and help them navigate the complexities of tax preparation and financial...

  • Senior Financial Manager

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Financial Operations SpecialistAt Select People Solutions, we're seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing the financial operations of our client's diverse portfolio of business entities.Key Responsibilities:Financial Reporting & Profitability...

  • Senior Financial Manager

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Financial Operations SpecialistAt Select People Solutions, we're seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing the financial operations of our client's diverse portfolio of business entities.Key Responsibilities:Compile and report on profitability,...

  • Accounting Specialist

    3 weeks ago

    Lethbridge, Alberta, Canada Road Runner Freight Inc. Full time

    Accounting SpecialistAt Road Runner Freight Inc., we are seeking an experienced Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Maintain general ledgers...

  • Financial Services Controller

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Job Title: Financial Services ControllerAbout the Role:We are seeking a highly skilled Financial Services Controller to join our team at Select People Solutions. As a Financial Services Controller, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key...

  • Financial Services Controller

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Job SummaryAs a Financial Services Controller at Select People Solutions, you will be responsible for overseeing the organization's financial operations and budget activities to optimize financial performance. This role requires a strong understanding of financial management principles and the ability to direct staff in various areas of responsibility.Key...

  • Sun Life Financial Services Manager

    4 days ago

    Lethbridge, Alberta, Canada Sun Life Full time

    Sun Life Financial Advisor Job Opportunity Build a successful business and enjoy financial independence with Sun Life. As a Sun Life advisor, you'll receive exceptional training and support, competitive compensation, and ongoing recognition for your achievements. Key Benefits: Be in charge of your own business and income opportunities Dedicated leadership...

  • Financial Services Controller

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Job Summary: We are seeking a highly skilled Financial Services Controller to join our team at Select People Solutions. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate the organization's financial operations and budget...

  • Financial Services Controller

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Services Controller to join our team at Select People Solutions. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesCoordinate financial operations and budget activities to...

  • Financial Services Controller

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Job Summary: We are seeking a highly skilled Financial Services Controller to join our team at Select People Solutions. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate financial operations and budget activities to...

  • Financial Services Controller

    3 weeks ago

    Lethbridge, Alberta, Canada Select People Solutions Full time

    Job Summary: We are seeking a highly skilled Financial Services Controller to join our team at Select People Solutions. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Coordinate the organization's financial operations and budget...

Financial Services Specialist

2 months ago

Lethbridge, Alberta, Canada Servus Credit Union Full time
About the Role

We are seeking a highly skilled Investment and Planning Consultant to join our Wealth team at Servus Credit Union.

As a key member of our team, you will be responsible for providing expert financial planning and investment advice to our members, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Conduct thorough financial needs assessments and provide tailored solutions to meet the needs of our members.
  • Support and facilitate the financial planning experience for our members, ensuring they receive the best possible advice and guidance.
  • Pursue external and internal business opportunities to grow our member base and increase wallet share for Servus.
  • Develop and implement a sales plan to retain and attract new members with mid-to-high net worth, improve profitability with existing members, and develop business from existing members.
  • Identify staff development opportunities and provide effective coaching and technical training to ensure the success of our team.
Requirements
  • Minimum 5 years of financial advisory sales experience, with thorough knowledge of financial planning, products, policies, procedures, and operations.
  • Post-secondary diploma/degree or an equivalent combination of education and experience.
  • Investment Funds in Canada (IFIC) and MFDA License.
What We Offer
  • Competitive compensation package, including performance-based incentive pay.
  • Meaningful work towards individual and corporate goals.
  • Opportunities for career advancement and professional growth.
  • Flexible work options and a positive, productive work environment.

We value and celebrate the richness that diverse backgrounds and experiences bring to our community. If you're a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply.