Financial Planning Specialist
4 weeks ago
At ALBERTA INC, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3 years to less than 5 years of experience in the financial industry.
The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans. They will also arrange for the sale of financial products and investments, ensuring that clients' needs are met.
In addition to their technical skills, the Financial Planning Specialist must possess excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
The successful candidate will have completed the Canadian Securities Course (CSC) and the Canadian Institute of Financial Planning Course. They will also have a strong understanding of work conditions and physical capabilities, including a large caseload and the ability to work 32 hours per week.
We offer a permanent position with a competitive salary and benefits package. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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Financial Planning Specialist
5 days ago
Edmonton, Alberta, Canada Envision Financial Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Envision Financial.The estimated salary for this role is $65,000 - $85,000 per year, depending on experience and qualifications.Job DescriptionThe Financial Planning Specialist will provide exceptional customer service to current and potential members by offering a full range of...
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Financial Planning Strategist
1 week ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeBuild a Better Business with Investment Planning CounselWe are one of the fastest growing independent wealth management companies in Canada, with over 40 branches across the country. Our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice.About the Role:Develop and deliver personalized...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeAt ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in the financial services industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeAt ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in financial planning. Key responsibilities include:Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada Liberty Tax Service Full timeFinancial Planning SpecialistAt Liberty Tax Service, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial operations team, you will be responsible for calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and preparing other statistical, financial and...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob Summary: As a Financial Planning Specialist at ALBERTA INC, you will be responsible for identifying clients\u0027 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients\u0027 financial goals and objectivesAnalyze clients\u0027 financial recordsDevelop financial...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob SummaryAlberta Inc. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesConduct financial needs analysis to identify clients' goals and objectivesDevelop and implement comprehensive...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob Summary: As a Financial Planning Specialist at ALBERTA INC, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans. This role requires a strong understanding of financial planning principles and excellent communication skills to work with clients.Key...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeAt ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals and...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at ALBERTA INC. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...
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Senior Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full timeWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service.The Senior Financial Planning Specialist will be responsible for advising clients on trust account...
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Urban Planning Specialist
7 days ago
Edmonton, Alberta, Canada TBD Architecture + Urban Planning Full timeJob DescriptionWe are seeking an Urban Planning Specialist to join our team at TBD Architecture + Urban Planning. This is a permanent position that requires a Master's degree and experience in the field.ResponsibilitiesAdjust designs to conform to budget allocation and cost of materials.Consult with clients to determine project requirements.Generate building...
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Senior Financial Planning Specialist
6 days ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob Title: Senior Financial Planning SpecialistAbout the Job:We are seeking a highly skilled and experienced financial advisor to join our team at Alberta Inc. as a Senior Financial Planning Specialist.About You:To be successful in this role, you will have a strong educational background, preferably with a Bachelor's degree. Your experience should include 3...
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Senior Financial Planning Specialist
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeFinancial Planning Associate RoleThe Senior Financial Planning Associate is responsible for providing comprehensive financial planning support to a dedicated Wealth Advisor team. This involves preparing and delivering personal financial plans to clients, as well as working with advisors to implement plan recommendations.Key Responsibilities:Champion a...
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Bank Financial Specialist
5 days ago
Edmonton, Alberta, Canada UMC Financial Management Inc. Full timeJob Title: Bank Financial SpecialistWe are seeking a highly skilled Bank Financial Specialist to join our team at UMC Financial Management Inc. in Toronto.About the JobThis is a permanent, full-time opportunity that requires excellent financial management skills and attention to detail.The successful candidate will be responsible for compiling records of...
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Financial Planning and Analysis Specialist
4 weeks ago
Edmonton, Alberta, Canada Rohit Management Inc. Full timeJob SummaryRohit Management Inc. is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. The ideal candidate will have a strong background in accounting and financial analysis, with the ability to plan, set up, and administer accounting systems.Key ResponsibilitiesPlan, set up, and administer accounting systems to ensure...
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Financial Planning Specialist
4 weeks ago
Edmonton, Alberta, Canada Connor Clark and Lunn Financial Group Full timeBecoming a Wealth Advisor with Connor Clark and Lunn Financial Group may be the only career move you ever need to make. As a key member of our team, you will help clients achieve their unique financial goals by providing expert investment advice and portfolio management services. With our company, you will have the opportunity to work with one of Canada's...
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Senior Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleThe Senior Financial Planning Associate will provide comprehensive financial planning support to Wealth Advisors in preparing and delivering personal financial plans to clients.Key ResponsibilitiesThe role involves:Championing a customer-focused culture to deepen client relationships and leverage broader Bank knowledge.Supporting the financial...
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Financial Planning and Analysis Specialist
4 weeks ago
Edmonton, Alberta, Canada Rohit Management Inc. Full timeRohit Management Inc. is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for planning, setting up, and administering accounting systems. You will also train staff and prepare financial information for individuals, departments, or companies. Additionally,...
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Financial Risk Specialist
1 week ago
Edmonton, Alberta, Canada Caishen Financial Services Inc. Full timeAbout Caishen Financial Services Inc.We are seeking a highly skilled Financial Risk Specialist to join our team at Caishen Financial Services Inc. This is a permanent position that requires the right candidate to analyze clients' financial records, review and examine financial services and institutions for compliance, and negotiate with corporations and...