Lead Financial Services Advisor
2 weeks ago
A dynamic and challenging role awaits you as a Lead Financial Services Advisor at National Bank. With a focus on delivering exceptional client experiences, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues.
This is a varied role that allows you to adopt a friendly approach and utilize your analytical skills to offer a people-centric experience for branch clients. You will be part of a team that values passionate people and bold ideas, working together to ensure clients reach their goals and colleagues do what they love.
The ideal candidate will possess a college diploma (DEC) or equivalent and hold a mutual fund representative (MFR) licence. If not, they must obtain this licence within three months of hiring. Advisory service experience, an inclusive attitude, and openness to diversity are also essential. In addition, proficiency in English is required.
We are looking for someone who can bring their passion and expertise to our team. As a Lead Financial Services Advisor, you will have opportunities for development and growth, including obtaining your mutual fund representative licence and expanding your responsibilities through performing mutual fund transactions.
We offer a wide range of flexible benefits to promote your wellbeing and that of your family, including a health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, and opportunities to get involved in community initiatives.
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Senior Financial Advisor for Business Growth
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the Role:As a Senior Financial Advisor with Arrow Financial Business, you will play a key role in helping our customers achieve their financial goals. This exciting opportunity is based in Edmonton, Alberta, and offers a unique chance to work with a leading bank in the Americas.Key Responsibilities:Building comprehensive financial plans for our...
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Senior Financial Consultant
1 month ago
Edmonton, Alberta, Canada Envision Financial Full timeKey ResponsibilitiesThe Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The role involves identifying member life stage cycles and providing solutions to financial needs, as well as referring members to appropriate advisors as...
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Financial Solutions Advisor
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeEstimated salary: $80,000 - $120,000 per annum.About ScotiabankScotiabank is a leading financial institution committed to delivering exceptional banking services and creating value for our clients. We strive to foster a diverse and inclusive team culture that promotes growth, innovation, and collaboration.Job DescriptionWe are seeking an experienced...
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Senior Financial Services Analyst
4 weeks ago
Edmonton, Alberta, Canada Caishen Financial Services Inc. Full timeAbout Caishen Financial Services Inc.At Caishen Financial Services Inc., we are committed to providing exceptional financial services to our clients. As a leading provider of financial solutions, we are seeking an experienced and skilled Financial Underwriter to join our team.Job Summary:The Financial Underwriter will be responsible for analyzing clients'...
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Leading Financial Consultant
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team in Edmonton, AB. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTaking a proactive approach to discovering...
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Senior Financial Advisor
4 weeks ago
Edmonton, Alberta, Canada The Toronto-Dominion Bank (Canada) Full timeAre you a highly skilled and motivated professional looking to take your career to the next level? We are seeking an experienced Senior Financial Advisor to join our team at The Toronto-Dominion Bank (Canada).About the RoleWe offer a comprehensive compensation package, including a base salary of $110,000 per year, plus performance-based bonuses and...
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Strategic Financial Advisor
2 weeks ago
Edmonton, Alberta, Canada University of Alberta Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Financial Advisor to join our team at the University of Alberta.Key ResponsibilitiesProvide expert financial guidance to senior leaders, faculty, and staff on financial matters, including interpretation of university policies and procedures.Participate in strategic planning processes and...
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Strategic Financial Director
4 weeks ago
Edmonton, Alberta, Canada Biznes Financial Services Inc Full timeCompany OverviewBiznes Financial Services Inc is a leading financial services company that offers a range of products and services to individuals and businesses. We are committed to providing exceptional service and support to our customers, and we are seeking a highly skilled and experienced Financial Director to join our team.
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Lead Financial Professional
4 weeks ago
Edmonton, Alberta, Canada Servus Credit Union Full timeServus Credit Union, a leading member-owned credit union in Alberta, is seeking an experienced Financial Advisor I/II to join our team at the Capilano branch.As a Financial Advisor, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that meet their unique needs.About the...
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Professional Financial Consultant
4 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout Arrow Financial BusinessAt Arrow Financial Business, we help individuals build their futures – where they can be themselves, and win together. We are committed to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. Our goal is to provide exceptional service...
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Financial Operations Manager
4 weeks ago
Edmonton, Alberta, Canada Biznes Financial Services Inc Full timeWe are seeking a highly skilled Financial Control Supervisor to join our team at Biznes Financial Services Inc.Job SummaryThe Financial Control Supervisor will be responsible for ensuring the accuracy of financial transactions, preparing and submitting reports, and coordinating activities with other work units or departments.Key ResponsibilitiesPrepare and...
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New Business Operations Specialist
4 weeks ago
Edmonton, Alberta, Canada IA Financial Group Full timeAbout IA Financial GroupIA Financial Group is a leading insurance marketing organization that provides value-added services and support to independent advisors across Canada.
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Business Financial Advisor
2 weeks ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAt CWB Financial Group, we strive to build value for our stakeholders. Our core focus is to become the best full-service bank for business owners in Canada. To achieve this, we deliver a proactive client experience through highly personalized service, specialized expertise, and customized solutions.The Cash Management Specialist plays a key role in our...
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Financial Services Specialist
4 weeks ago
Edmonton, Alberta, Canada UMC Financial Management Inc. Full timeUMC Financial Management Inc. is a leading provider of financial services, and we are seeking a highly skilled Financial Services Specialist to join our team.About the RoleThis exciting opportunity will involve working in a fast-paced environment, providing exceptional customer service, and managing financial transactions with precision and attention to...
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Financial Services Associate
4 weeks ago
Edmonton, Alberta, Canada Royal Bank of Canada> Full timeWe are seeking a highly skilled and dedicated Financial Services Associate to join our team in Edmonton.About the RoleThis is an exciting opportunity for a results-driven individual to provide exceptional service and support to our clients and Advisor team. As a Financial Services Associate, you will play a key role in maintaining client accounts, ensuring...
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Financial Services Representative
5 days ago
Edmonton, Alberta, Canada Edward Jones Full timeAbout Edward JonesWe're a financial services firm where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
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Lead Business Growth Advisor
1 week ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeAbout RBCRoyal Bank of Canada (RBC) is a leading financial institution that offers a range of banking and wealth management services. With a strong presence in Canada, the US, and internationally, RBC has a reputation for excellence and innovation.Salary and BenefitsWe offer a competitive base salary of $85,000 per year, plus unlimited earning potential...
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Financial Services Director
3 days ago
Edmonton, Alberta, Canada Onus Talent Full timeAbout the RoleWe are seeking a highly experienced Financial Services Director to lead our dynamic public accounting team based in Edmonton, Alberta. The Financial Services Director will oversee client engagements, manage financial reporting, and execute tax preparation and audit tasks for a diverse portfolio of clients.Key Responsibilities:Provide strategic...
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Edmonton, Alberta, Canada Scotiabank Full timeOverviewAt Scotiabank, we are committed to helping our customers achieve their financial goals through a comprehensive approach to wealth management. As a Senior Financial Planning Associate, you will play a critical role in providing financial planning support to a dedicated team of Wealth Advisors.
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Financial Services Professional
4 weeks ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeInvestment Planning CounselWe are a leading independent wealth management company in Canada with over 40 branches across the country.We are seeking a Financial Services Professional to join our team of experienced advisors. About the Role:Deliver personalized financial solutions to clients, helping them achieve their long-term financial goals.Develop and...