Investment Strategy Specialist
4 weeks ago
Aviso Wealth - Senior Financial Consultant
Location: Remote
Aviso Wealth is dedicated to empowering credit unions and their members through comprehensive financial solutions. We are currently looking for a Senior Financial Consultant to join our dynamic team.
Position Overview:
The primary focus of this role is to develop tailored financial strategies for credit union members, facilitate educational workshops, and enhance service offerings.
Key Responsibilities:
- Perform comprehensive needs assessments and craft personalized financial strategies
- Deliver integrated wealth management solutions
- Implement insurance planning techniques
- Maintain thorough client documentation and participate in educational events
- Oversee budget management and service promotion
Required Qualifications:
- High School Diploma or equivalent
- LLQP and Securities Licensing
- Financial Planning Certification
- At least 2 years of relevant experience
- Strong understanding of financial markets and the credit union framework
What We Provide:
- Attractive compensation package and benefits
- Opportunities for professional growth and community engagement
For further details, please visit our website.
We appreciate your interest; however, only candidates selected for an interview will be contacted.
-
Investment Promotion Officer
4 weeks ago
Saskatoon, Saskatchewan, Canada Government of Saskatchewan Full timeInvestment Attraction SpecialistEmployment Type: Permanent Full-timeLocation: SaskatchewanMinistry: Trade and Export DevelopmentSalary Range: $36.100-$45.238 HourlyGrade: SGEU.10The Ministry of Trade and Export Development is on the lookout for two dynamic and driven professionals to fill the role of Investment Attraction Specialists within the Investment...
-
Strategic Investment Research Analyst
4 weeks ago
Saskatoon, Saskatchewan, Canada Government of Saskatchewan Full timeInvestment Attraction SpecialistEmployment Type: Permanent Full-timeLocation: SaskatchewanMinistry: Trade and Export DevelopmentSalary Range: $36.100-$45.238 HourlyGrade: SGEU.10The Ministry of Trade and Export Development is on the lookout for two dedicated and skilled professionals to fill the role of Investment Attraction Specialists within the Investment...
-
Investment Advisor
4 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeInvestment AdvisorAs an Investment Advisor, your primary focus will be on cultivating and enhancing client relationships by delivering exceptional guidance and service within the affluent market segment. Your main objective is to provide investment and financial planning insights to assist clients in achieving their specific aspirations. You will concentrate...
-
Investment Planning Specialist
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timePosition OverviewRole SummaryWhat is the opportunity?As a Financial Planner at the Royal Bank of Canada, you will have the chance to oversee and develop a portfolio of affluent clients. Your role involves conducting thorough reviews of your clients' financial situations, fostering long-term relationships through exceptional guidance, financial planning...
-
Senior Investment Advisor
3 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeJob SummaryAviso Wealth is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Conduct in-depth financial needs analysis and develop...
-
Senior Investment Advisor
4 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeJob SummaryAviso Wealth is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Conduct in-depth financial needs analysis and develop...
-
Lead Investment Consultant
4 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeAviso Wealth - Senior Investment AdvisorLocation: RemoteAviso Wealth is dedicated to providing exceptional financial services to credit unions and their members. We are looking for a Senior Investment Advisor to join our dynamic team.Position Summary:The Senior Investment Advisor will be responsible for developing comprehensive financial strategies tailored...
-
Lead Investment Strategist
4 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeCAREER OPPORTUNITYAviso Wealth - Investment AdvisorAviso Wealth is a prominent financial services provider dedicated to delivering exceptional financial planning, insurance, and investment solutions to our clients. We are currently seeking a qualified Investment Advisor to join our dynamic team.Position Overview:The Investment Advisor will play a crucial...
-
Marketing Strategy Leader
4 weeks ago
Saskatoon, Saskatchewan, Canada AYAT MATTRESS MANUFACTURING LIMITED Full timePosition Title: Marketing SpecialistCompany: AYAT MATTRESS MANUFACTURING LIMITEDA distinguished organization is in search of a skilled professional to become part of their team as a Marketing Specialist. The ideal applicant will possess a college or CEGEP degree and have between 1 to 2 years of relevant experience in the marketing domain. This role entails...
-
Digital Marketing Specialist
6 days ago
Saskatoon, Saskatchewan, Canada SK Immigration Full timeAbout the RoleWe are seeking a highly motivated and organized Digital Marketing Specialist to join our team at SK Immigration. As a key member of our marketing team, you will be responsible for administering programs to promote business investment in rural and urban areas.Key ResponsibilitiesProgram Administration: Develop and implement marketing strategies...
-
Digital Marketing Specialist
6 days ago
Saskatoon, Saskatchewan, Canada SK Immigration Full timeAbout the RoleWe are seeking a highly motivated and organized Digital Marketing Specialist to join our team at SK Immigration. As a key member of our marketing team, you will be responsible for administering programs to promote business investment in rural and urban areas.Key ResponsibilitiesProgram Administration: Develop and implement marketing strategies...
-
Principal Indigenous Engagement Specialist
5 days ago
Saskatoon, Saskatchewan, Canada BHP Group Full timeAbout the RoleThe Principal Indigenous Engagement Specialist will lead the design and implementation of an Indigenous engagement strategy for BHP's Potash business in Canada. This role will be responsible for building trust and partnerships with Indigenous communities and organizations.Key ResponsibilitiesPromote and implement initiatives related to BHP's...
-
Principal Indigenous Engagement Specialist
5 days ago
Saskatoon, Saskatchewan, Canada BHP Group Full timeAbout the RoleThe Principal Indigenous Engagement Specialist will lead the design and implementation of an Indigenous engagement strategy for BHP's Potash business in Canada. This role will be responsible for building trust and partnerships with Indigenous communities and organizations.Key ResponsibilitiesPromote and implement initiatives related to BHP's...
-
Financial Planner, Investment Specialist
6 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will be responsible for creating custom investment solutions for our clients, providing them with expert advice and guidance to help them achieve their long-term financial goals.Key...
-
Financial Planner, Investment Specialist
6 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will be responsible for creating custom investment solutions for our clients, providing them with expert advice and guidance to help them achieve their long-term financial goals.Key...
-
Financial Planner, Investment Specialist
7 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive...
-
Financial Planner, Investment Specialist
7 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive...
-
Financial Planner, Investment Specialist
2 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive...
-
Financial Planner, Investment Specialist
2 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive...
-
Director of Sales Strategy
4 weeks ago
Saskatoon, Saskatchewan, Canada Lucent BioSciences, Inc. Full timeAbout UsLucent BioSciences, Inc. is dedicated to advancing sustainable practices in agriculture through innovative solutions. We are seeking a Sales Director to spearhead our North American sales initiatives, collaborating with our retail partners and agricultural producers while managing a dynamic sales team. Candidates should possess a strong presence in...