Financial Advisor
4 weeks ago
Minimum Qualifications:
- Education: Bachelor's degree in Finance or related field
- Experience: 1 to 2 years in financial services
- Financial services firm
- Assess clients' financial aspirations and objectives
- Review and interpret clients' financial documentation
- Create tailored financial strategies for clients
- Provide guidance on cash flow management, insurance options, investment strategies, retirement planning, and estate management
- Proficient in MS Office Suite
- Financial strategy development
- Asset management
- Accounting principles
- Dynamic and fast-paced environment
- Ability to work under pressure
- Manage tight deadlines
- Strong attention to detail
- Detail-oriented
- Reliable
- Strong interpersonal skills
- Awareness of interpersonal dynamics
- Highly organized
- Collaborative team member
- Thoroughness in tasks
- Comprehensive dental coverage
- Vision care options
- Opportunities for team development
- Parking facilities available
- Employment Type: Permanent
- Language of Work: English
- Work Hours: 40 hours per week
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Financial Planning Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
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Financial Planning Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
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Senior Advisor Manager
4 days ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in leading a team of advisors to deliver exceptional client service and drive business growth. Your primary responsibility will be to guide and coach advisors to meet their individual and team goals, ensuring they have the necessary skills and knowledge to provide...
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Senior Advisor Manager
4 days ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in leading a team of advisors to deliver exceptional client service and drive business growth. Your primary responsibility will be to guide and coach advisors to meet their individual and team goals, ensuring they have the necessary skills and knowledge to provide...
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Financial Advisor
4 months ago
Calgary, Alberta, Canada Targeted Talent Full timeTITLE:Financial AdvisorLOCATION:Calgary, ABREPORTING: Senior Financial Advisor JOB PURPOSE:Why does this role exist?The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships within the firm's Legacy book of business through regular contact and providing timely, value-added information,...
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Financial Advisor
1 week ago
Calgary, Alberta, Canada beBee Professionals Full timeAbout beBee ProfessionalsWe are a leading professional services firm that provides expert advice to businesses and individuals. Our team of experienced professionals is dedicated to delivering high-quality services that meet the unique needs of our clients.Job Title: Corporate Finance AdvisorWe are seeking a highly skilled Corporate Finance Advisor to join...
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Financial Advisor
1 week ago
Calgary, Alberta, Canada beBee Professionals Full timeAbout beBee ProfessionalsWe are a leading professional services firm that provides expert advice to businesses and individuals. Our team of experienced professionals is dedicated to delivering high-quality services that meet the unique needs of our clients.Job Title: Corporate Finance AdvisorWe are seeking a highly skilled Corporate Finance Advisor to join...
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Senior Advisor Manager
1 week ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in driving the success of our team by guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesAdvisor Development: Conduct observational-based coaching sessions to improve advisor performance, provide ongoing training and...
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Senior Advisor Manager
1 week ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in driving the success of our team by guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesAdvisor Development: Conduct observational-based coaching sessions to improve advisor performance, provide ongoing training and...
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Senior Financial Advisor
6 days ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the Role:Fidelity Canada is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a...
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Senior Financial Advisor
6 days ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the Role:Fidelity Canada is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a...
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Financial Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeMinimum Qualifications:Education: Bachelor's degree in Finance or related fieldExperience: 1 to 2 years in financial servicesWork Environment:Financial services firmKey Responsibilities:Assess clients' financial aspirations and objectivesReview and interpret clients' financial documentsCreate tailored financial strategies for clientsProvide guidance on cash...
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Financial Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeEssential Qualifications:Education: Bachelor's degree in Finance or related fieldExperience: 1 to 2 years in a financial advisory roleWork Environment:Financial services firmKey Responsibilities:Assess clients' financial aspirations and needsReview and interpret clients' financial documentationCreate tailored financial strategies for clientsProvide guidance...
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Investment Advisor in Development
4 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full timeThe Investment Advisor in Development will collaborate closely with an experienced senior investment advisor for a portion of their time, gaining valuable mentorship and insights from the Sponsoring Investment Advisor.This role involves evaluating individual client investment requirements to offer tailored, professional investment advice, sales, and...
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Strategic Financial Advisor
1 week ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout Our PracticeOur goal is to provide clients with financial freedom through sound, strategic, and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind...
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Strategic Financial Advisor
1 week ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout Our PracticeOur goal is to provide clients with financial freedom through sound, strategic, and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind...
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Financial Operations Advisor
4 weeks ago
Calgary, Alberta, Canada Kelly Services , Ltd. Full timeKelly Services, Ltd. is seeking a Financial Operations Advisor to support our client in the Oil and Gas sector.Job Title: Financial Operations AdvisorAbout this opportunity:In this role, you will report to the Senior Manager of the IT Business Office. Your primary function will be to oversee the operational management of the IT expense budget lifecycle. This...
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Investment Advisor in Development
4 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full timeThe Investment Advisor in Development will collaborate closely with a seasoned investment professional for a portion of their time, gaining invaluable mentorship and insights from the Sponsoring Investment Advisor.This role involves evaluating individual client investment requirements to deliver tailored, expert investment advice, sales, and service. The...
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Senior Financial Advisor
2 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will be responsible for providing expert financial planning and credit services to high-net worth clients and their families.Key ResponsibilitiesOffer comprehensive financial solutions and advice on all...
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Corporate Financial Advisor
1 week ago
Calgary, Alberta, Canada Bengal Logistics Corp. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Bengal Logistics Corp. as a Corporate Financial Advisor. As a Business Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial...