Financial Services Specialist
3 days ago
Servus Credit Union, a leading member-owned credit union in Alberta, seeks an experienced Financial Services Specialist to join our Wealth team.
About the RoleThis dynamic position involves working closely with current financial advisors and members to consolidate assets and increase wallet share for Servus while ensuring high levels of member satisfaction.
Key Responsibilities- Uncover the full financial needs of members, provide solutions, and/or refer them to the appropriate advisor.
- Support and/or facilitate the financial planning experience for members.
- Pursue external/internal business opportunities by retaining existing member base, actively soliciting new business, reviewing marketing data, and leveraging opportunities with existing members through in-branch/telephone communication.
- Establish and implement a sales plan that focuses on retaining and attracting new members with mid/high net worth, developing internal referral sources, centers of influence, improving profitability with existing members, and developing business from existing members.
- Identify staff developmental opportunities and provide effective coaching and technical training.
To be successful, candidates will require at least 5 years of financial advisory sales experience, thorough knowledge of financial planning, products, policies, procedures, and operations, post-secondary diploma/degree or equivalent combination of education and experience, and MFDA License. Our ideal candidate will possess strong interpersonal skills, excellent communication abilities, and a passion for delivering exceptional customer service.
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Financial Services Specialist
5 days ago
Edmonton, Alberta, Canada BMO Full timeBMO is seeking a highly motivated and results-driven Financial Services Specialist to join our Income Property Finance team.In this role, you will be responsible for analyzing financial data to identify trends and opportunities, developing and presenting customized solutions to clients, and working closely with internal stakeholders to execute...
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Financial Services Specialist
6 days ago
Edmonton, Alberta, Canada RECRUITMENT PARTNERS Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Services Specialist to join our team. The successful candidate will be responsible for managing competing administrative priorities, demonstrating excellent organizational and customer service skills.
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Financial Institution Liaison Specialist
9 hours ago
Edmonton, Alberta, Canada ATB Financial Full timeAbout UsATB Financial exists to make it possible for our clients, team members and communities to succeed. We live every day through our values (what we call the ATB ID). Our purpose is more than aspirational; it's a real commitment we uphold.The RoleWe are looking for a Financial Institution Liaison Specialist who can provide execution support to our...
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Client Service Specialist
1 day ago
Edmonton, Alberta, Canada ATB Financial Full timeOur company exists to make it possible for our clients, team members, and communities to thrive. We believe in living our values every day, which drives our high-care, high-performance culture. This approach has earned us recognition as one of Canada's top employers, thanks to our three key commitments to our team members:Impact in action: We empower all...
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Financial Services Portfolio Coordinator
6 days ago
Edmonton, Alberta, Canada ATB Financial Full timeAbout the OpportunityWe're looking for a Financial Services Portfolio Coordinator to join our Business Banking team. In this role, you'll play a critical part in supporting the Associate Directors/Sales Directors and the Portfolio Loan Support team. Your primary responsibilities will include managing loan advance requests, conducting financial analyses,...
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Financial Services Representative
2 days ago
Edmonton, Alberta, Canada ATB Financial Full timeAt ATB Financial, our purpose is more than just a mission statement. It's a real commitment we live every day through our values, which guide everything we do.We're proud of the high-care, high-performance culture that consistently earns us recognition as one of Canada's top employers. Our three commitments to our team members are key to this success:Impact...
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Financial Services Executive
5 days ago
Edmonton, Alberta, Canada BMO Financial Group Full timeOur CompanyBMO Financial Group is a leading financial institution with a strong commitment to delivering excellent customer service and driving business growth. We offer a dynamic work environment with opportunities for professional development and advancement. If you are a motivated and results-driven individual with a passion for investment leadership, we...
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High-Risk Debt Recovery Specialist
2 days ago
Edmonton, Alberta, Canada Alberta Financial Services Corporation Full timeWe are seeking a High-Risk Debt Recovery Specialist to join our team at Alberta Financial Services Corporation. In this role, you will be responsible for managing a portfolio of specialized files, including lending, insurance, and crop support collections. You will work closely with Credit, operations, and Loan compliance to identify and resolve accounts...
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Financial Services Professional
2 days ago
Edmonton, Alberta, Canada ATB Financial Full timeCompany Overview">At ATB Financial, we exist to empower our clients, team members and communities. Our purpose is built on a commitment to live by our values every day.Our high-care, high-performance culture has earned us recognition as one of Canada's top employers. This is thanks to the three commitments we make to our team members:Impact in ActionWe...
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Financial Service Professional
24 hours ago
Edmonton, Alberta, Canada BMO Financial Group Full timeJob Summary:We are seeking a highly motivated and detail-oriented Financial Service Professional to join our team. As a key member of our wealth management team, you will play a vital role in supporting the day-to-day operations of our clients' accounts.About the Role:Provide exceptional client service and support to clients and their advisorsCoordinate...
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Financial Services Consultant
6 hours ago
Edmonton, Alberta, Canada Fairstone Financial Inc. Full timeAbout Fairstone Financial Inc.We are a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our mission is to deliver the best borrowing experience by building strong relationships with our customers and employees.Role Summary:This is a full-time position as a Financial Consultant in Loan...
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Financial Security Specialist
7 days ago
Edmonton, Alberta, Canada AO Globe Life - Nzube Justin Ejifugha Full timeAO Globe Life - Nzube Justin Ejifugha invites applicants to apply for the Customer Service Agent position, offering the chance to work remotely as a Financial Security Specialist. The ideal candidate will deliver high-quality customer service, providing expert guidance to clients in developing tailored financial security plans.About AO Globe Life:We are...
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Financial Audit Director
4 days ago
Edmonton, Alberta, Canada Agriculture Financial Services Corporation Full timeCompany OverviewAgriculture Financial Services Corporation is a leading provider of financial services to Alberta's agricultural producers and agribusinesses. With over 80 years of experience, we have established ourselves as a trusted partner in the agriculture industry.
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Financial Planning Specialist
24 hours ago
Edmonton, Alberta, Canada Capital Power Full timeCompany OverviewCapital Power is a growth-oriented North American energy transition company that delivers reliable, affordable, and decarbonized electricity solutions. We're committed to powering change by changing power and transforming our energy system to achieve a net zero future.Job DescriptionThe Financial Planning and Analysis Team supports the...
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Financial Analyst Specialist
7 days ago
Edmonton, Alberta, Canada Capital Power Corporation Full timeJob DescriptionAccounting Specialist Role:This position involves recording revenues and expenses, preparing month-end journal entries, conducting variance analysis, and preparing balance sheet reconciliations. The ideal candidate will collaborate with plant staff and external audit teams while contributing to process optimization and financial reporting...
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Financial Services Leadership Opportunity
7 days ago
Edmonton, Alberta, Canada ATB Financial Full timeAt ATB Financial, our purpose is to make a positive impact on the lives of our clients, team members, and communities. We live by our values, which form the foundation of our culture.About the roleThis leadership position will oversee a group of approximately 20 advisors at ATB Wealth, providing primary leadership and coaching to foster high performance,...
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Environmental Services Specialist
1 day ago
Edmonton, Alberta, Canada Alberta Health Services Full timeAt Alberta Health Services, we are seeking a dedicated and motivated individual to join our team as an Environmental Services Specialist. This Temporary Full-Time position is located at the Kaye Edmonton Clinic.The Environmental Services Specialist is responsible for maintaining high-quality work and safety standards in healthcare facilities. The role...
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Corporate Financial Specialist
2 days ago
Edmonton, Alberta, Canada IFG International Financial Group Ltd Full timeIFG International Financial Group Ltd is seeking a qualified Senior Financial Analyst to provide financial analysis and reporting support to our Corporate Services team.The successful candidate will have a university degree in Accounting or Finance, a Certified Professional Accounting designation (CPA), and at least 8 years of relevant experience. They will...
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Corporate Finance Operations Specialist
6 days ago
Edmonton, Alberta, Canada ATB Financial Full timeJob SummaryWe're seeking a highly skilled Corporate Finance Operations Specialist to join our Business Banking team. In this role, you'll collaborate with Associate Directors/Sales Directors and the Portfolio Loan Support team to ensure seamless execution and risk management. Your primary focus will be on working with clients' financial data, collecting and...
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Financial Discrepancy Specialist
1 day ago
Edmonton, Alberta, Canada Bomcas Full timeAbout BOMCAS CanadaBOMCAS Canada is an esteemed accounting firm committed to delivering top-tier financial solutions. Our team of professionals upholds the highest standards of precision, strategic insight, and client satisfaction.We are seeking a skilled Forensic Accounting Specialist to join our team. This role involves investigating financial...