Lead Financial Consultant
2 months ago
Become a vital member of a purpose-driven team at Arrow Financial Business. As a Lead Financial Consultant, you will be instrumental in guiding clients towards achieving their financial aspirations. Your proactive approach will involve understanding client requirements, delivering expert guidance, and fostering enduring relationships.
To excel in this position, you should possess a strategic mindset and a solid history of achieving sales objectives. In exchange for your expertise, you will join a collaborative environment, receive a competitive remuneration package, and enjoy opportunities for professional growth within the organization.
- Establish robust client relationships
- Create tailored financial plans
- Surpass sales objectives
- Possess a Mutual Funds license and CIFP Diploma
Arrow Financial Business is dedicated to fostering an inclusive and accessible workplace for all employees. If you are eager to make a positive impact in the lives of clients and communities, this role is designed for you.
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Senior Financial Consultant
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleAs a Senior Financial Consultant at Arrow Financial Business, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives. Key ResponsibilitiesOur Financial Services Professionals are customer-centric and able to connect with people in a relatable way. As an essential...
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Senior Financial Consultant
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleAs a Senior Financial Consultant at Arrow Financial Business, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives. Key ResponsibilitiesOur Financial Services Professionals are customer-centric and able to connect with people in a relatable way. As an essential...
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Investment Consultant
2 months ago
Edmonton, Alberta, Canada Voyage Financial Services Inc. Full timeAbout the RoleVoyage Financial Services Inc. is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will be responsible for providing expert financial advice and guidance to our clients.Key ResponsibilitiesFinancial Analysis: Conduct in-depth financial analysis of companies, stocks, bonds, and other investments...
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Investment Consultant
2 months ago
Edmonton, Alberta, Canada Voyage Financial Services Inc. Full timeAbout the RoleVoyage Financial Services Inc. is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will be responsible for providing expert financial advice and guidance to our clients.Key ResponsibilitiesFinancial Analysis: Conduct in-depth financial analysis of companies, stocks, bonds, and other investments...
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Virtual Financial Consultant
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial Advisor OpportunityAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building comprehensive plans for our customers.Key Responsibilities:Develop personalized financial strategies for customers,...
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Sales Team Lead
2 weeks ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeBroad Consultant Ltd. is seeking a skilled Sales Team Lead to oversee the sales team and drive business growth. The ideal candidate will have 1-2 years of experience in sales and a secondary school graduation certificate. Key responsibilities include assigning sales workers to duties, ordering merchandise, and preparing reports on sales volumes and personnel...
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Financial Services Consultant
1 week ago
Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full timeFinancial Services ConsultantAt ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...
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Financial Services Consultant
7 days ago
Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full timeFinancial Services ConsultantAt ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...
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Senior Claims Consultant
3 weeks ago
Edmonton, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Claims Consultant to join our team at Intact Financial Corporation. As a Senior Claims Consultant, you will be responsible for handling complex claims on surety bonds, including assessing coverage, liability, quantum, and recovery of loss activities and complete bonded obligations.Key...
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Senior Claims Consultant
3 weeks ago
Edmonton, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Claims Consultant to join our team at Intact Financial Corporation. As a Senior Claims Consultant, you will be responsible for handling complex claims on surety bonds, including assessing coverage, liability, quantum, and recovery of loss activities and complete bonded obligations.Key...
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Investment Consultant
4 weeks ago
Edmonton, Alberta, Canada Voyage Financial Services Inc. Full timeAbout the RoleVoyage Financial Services Inc. is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in providing expert financial guidance to our clients.Key ResponsibilitiesFinancial Research and AnalysisConduct in-depth research and analysis of financial markets, companies, and...
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Investment Consultant
2 months ago
Edmonton, Alberta, Canada Voyage Financial Services Inc. Full timeAbout the RoleVoyage Financial Services Inc. is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in providing expert financial guidance to our clients.Key ResponsibilitiesFinancial Research and AnalysisConduct in-depth research and analysis of financial markets, companies, and...
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Sales Team Lead
2 weeks ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeJob SummaryWe are seeking a highly skilled Sales Team Lead to join our team at BROAD CONSULTANT LTD. The ideal candidate will have a strong background in sales and be able to lead a team of sales workers to achieve sales targets.Key ResponsibilitiesAssign sales workers to duties and tasksOrder merchandise and manage inventoryAuthorize return of merchandise...
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Sales Team Lead
1 month ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeJob Title: Sales SupervisorWe are seeking a highly motivated and experienced Sales Supervisor to join our team at BROAD CONSULTANT LTD. The successful candidate will be responsible for leading a team of sales professionals and driving sales growth through effective sales strategies and tactics.Key Responsibilities:Lead and manage a team of sales...
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Sales Team Lead
1 month ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeJob Title: Sales SupervisorWe are seeking a highly motivated and experienced Sales Supervisor to join our team at BROAD CONSULTANT LTD. The successful candidate will be responsible for leading a team of sales professionals and driving sales growth through effective sales strategies and tactics.Key Responsibilities:Lead and manage a team of sales...
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Financial Services Consultant
1 week ago
Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full timeJob Summary: As a Financial Services Consultant at ALLTIME INVESTMENTS INC, you will be responsible for identifying clients\u0027 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct thorough financial assessments to understand clients\u0027 current financial situation and...
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Sales Team Lead
1 week ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeBroad Consultant Ltd. is seeking a highly skilled Sales Team Lead to join our team. The ideal candidate will have 1 year to less than 2 years of experience in sales and will be responsible for assigning sales workers to duties, ordering merchandise, and authorizing returns. The Sales Team Lead will also be responsible for establishing work schedules, selling...
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Sales Team Lead
1 month ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeJob Title: Sales SupervisorWe are seeking a highly motivated and experienced Sales Supervisor to join our team at BROAD CONSULTANT LTD. The successful candidate will be responsible for leading a team of sales professionals, driving sales growth, and ensuring excellent customer service.Key Responsibilities:Lead and manage a team of sales professionals to...
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Sales Team Lead
1 week ago
Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full timeJob SummaryBroad Consultant Ltd. is seeking a skilled Sales Team Lead to oversee the sales team and drive business growth. The ideal candidate will have a strong background in sales and leadership, with the ability to motivate and guide the team to achieve sales targets.Key ResponsibilitiesAssign sales workers to duties and ensure they have the necessary...
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Financial Analyst
4 weeks ago
Edmonton, Alberta, Canada Voyage Financial Services Inc. Full timeAbout the RoleVoyage Financial Services Inc. is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a crucial role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesFinancial Research and AnalysisConduct thorough research and analysis of financial markets, companies,...