Financial Planning Associate

1 month ago

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

Join our team at Trusted Accounting & Tax Services Inc. as a dedicated Financial Planning Associate. This role is ideal for individuals who are passionate about helping clients achieve their financial aspirations.

Educational Requirements
  • Bachelor's degree in Finance, Accounting, or a related field.
Work Environment
  • Willingness to relocate may be necessary.
Key Responsibilities
  • Provide expert advice on trust account investments.
  • Assess and identify clients' financial goals and objectives.
  • Oversee and guide junior staff members.
  • Conduct thorough analysis of clients' financial records.
  • Design and implement comprehensive financial plans tailored to clients' needs.
  • Support the planning and execution of financial statement audits.
Work Conditions
  • Fast-paced work environment.
  • Ability to work under pressure and meet tight deadlines.
  • Strong attention to detail is essential.
Personal Attributes
  • Demonstrates accuracy and efficiency in tasks.
  • Possesses excellent interpersonal skills.
  • Strong oral and written communication abilities.
  • Exhibits sound judgment and organizational skills.
  • Team-oriented with a commitment to due diligence.
Experience Requirements
  • 1 to 2 years of relevant experience in financial advisory roles.
Environmental Commitment
  • This position contributes to positive environmental outcomes through responsible financial practices.
Employment Details
  • Type of employment: Permanent.
  • Working language: English.
  • Hours: 30 to 35 hours per week.

  • Financial Planning Associate

    1 week ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    1 week ago

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

    Job SummaryWe 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 providing expert advice on trust account investments and developing financial plans for clients.Key ResponsibilitiesAdvise clients on trust account...

  • Financial Planning Associate

    5 days ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    6 days ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    6 days ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    6 days ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada Smart Hub Insurance Full time

    Position OverviewAs a Financial Planning Associate at Smart Hub Insurance, you will play a crucial role in assisting clients with their financial objectives. Your expertise will help in shaping their financial future.QualificationsEducation: Bachelor's degree required.Experience: 1 to 2 years in a related field.Work EnvironmentThis position may require...

  • Financial Planning Associate

    1 week ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    1 week ago

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

    Job SummaryWe 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 providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada Smart Hub Insurance Full time

    Position OverviewAs a Financial Planning Associate at Smart Hub Insurance, you will play a crucial role in assisting clients with their financial objectives. Your expertise will help in crafting tailored financial strategies that align with their goals.QualificationsEducation: Bachelor's degree required.Experience: 1 to 2 years in a related field.Work...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada Smart Hub Insurance Full time

    Position OverviewAs a Financial Planning Associate at Smart Hub Insurance, you will play a crucial role in assisting clients with their financial objectives. Your expertise will help guide clients through their financial journeys.QualificationsEducation: Bachelor's degree required.Experience: 1 to 2 years in a relevant field.Work EnvironmentThis position...

  • Financial Planning Associate

    2 days ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive financial plans for high net...

  • Financial Planning Associate

    2 days ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive financial plans for high net...

  • Senior Financial Planning Associate

    1 week ago

    Edmonton, Alberta, Canada Scotiabank Full time

    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 ScotiaMcLeod by...

  • Senior Financial Planning Associate

    1 week ago

    Edmonton, Alberta, Canada Scotiabank Full time

    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 ScotiaMcLeod by...

  • Senior Financial Planning Associate

    3 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    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 ScotiaMcLeod by...

  • Senior Financial Planning Associate

    3 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    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 ScotiaMcLeod by...

  • 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 team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and...

  • 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 team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and...

  • Financial Planning Specialist

    5 days 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...