Financial Portfolio Strategist

4 days ago


Calgary, Alberta, Canada Servus Credit Union Full time

We are seeking a highly skilled Financial Portfolio Strategist to join our Servus Credit Union team in Southwest Calgary. The successful candidate will have extensive experience in the equipment leasing industry and thrive in a fast-paced environment.

The Financial Portfolio Strategist will develop and execute strategies to dispose of off-lease assets, working with third-party marketers and RBA. Key responsibilities include management of surrendered equipment, seizure coordination, legal documentation, and full collection process.

The ideal candidate will possess excellent prioritization and time management skills, as well as strong negotiating and conversational abilities to handle challenging conversations. A post-secondary degree in Business is required, with a related graduate degree such as MBA, CPA, or CFA being an asset.

This is a full-time temporary contract position offering competitive compensation, including performance-based incentive pay. Additionally, you will enjoy training and development opportunities, career advancement potential, flexible work options, and meaningful work towards individual and corporate goals.

We celebrate our credit union culture and history, and pride ourselves on our strong commitment to member-owners and the communities we serve. If you're passionate about reimagining financial fitness, this could be the perfect opportunity for you.

$63,500 - $83,000 per year based on experience and qualifications. Benefits include training & development opportunities, career advancement potential, flexible work options, competitive compensation, and more.



  • Calgary, Alberta, Canada ATB Financial Full time

    Empower clients' financial well-being through expert portfolio management. As a Senior Financial Strategist, you will leverage financial acumen to drive growth, mitigate risk, and deliver meaningful impact in ATB's energy lending portfolio. This role requires strong analytical skills to assess risk, identify opportunities, and develop strategic...


  • Calgary, Alberta, Canada C&L Cabinets Ltd. Full time

    Job SummaryC&L Cabinets Ltd. is seeking a Senior Financial Strategist to join our team.About the RoleThis permanent full-time position offers a competitive salary of $60,000 - $80,000 per year, depending on experience, and 30-40 hours of work per week.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...


  • Calgary, Alberta, Canada Trace Associates Inc. Full time

    About UsAt Trace Associates Inc., we are dedicated to empowering our employees to achieve a great life. Our company purpose is built on the foundation of putting people first, trusting them to take care of our business, and giving them the freedom to succeed.Job DescriptionWe are seeking an experienced Senior Financial Strategist to join our team in a key...


  • Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job OverviewFinancial FreedomWe are seeking a highly skilled Senior Wealth Strategist to join our team at Royal Bank of Canada. As a Senior Wealth Strategist, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning and advice to help them achieve their long-term goals.About...


  • Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job OverviewFinancial FreedomWe are seeking a highly skilled Senior Wealth Strategist to join our team at Royal Bank of Canada. As a Senior Wealth Strategist, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning and advice to help them achieve their long-term goals.About...


  • Calgary, Alberta, Canada Jumbo Interactive Limited Full time

    Job OverviewWe are seeking a seasoned Chief Financial Strategist to oversee all financial activities within our publicly traded company, Jumbo Interactive Limited.


  • Calgary, Alberta, Canada Bengal Logistics Corp. Full time

    About Bengal Logistics Corp.Bengal Logistics Corp. is a dynamic organization seeking a highly skilled Senior Financial Strategist to join our team. This role plays a crucial part in driving the company's financial growth and success.

  • Downstream Strategist

    4 weeks ago


    Calgary, Alberta, Canada MatchaTalent Full time

    About the RoleThis position is responsible for developing the strategy of the Fuels Business Unit, managing capital, identifying portfolio synergies, and conducting financial management activities.As a Downstream Strategist, you will serve as the subject matter expert in Downstream strategy and scenario planning, providing independent research on a wide...


  • Calgary, Alberta, Canada PanAccess Innovations Inc. Full time

    About the RoleWe are seeking a highly skilled Chief Financial Strategist to join our team at PanAccess Innovations Inc.Job SummaryThe Chief Financial Strategist will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance. This role requires identifying and investigating compliance...


  • Calgary, Alberta, Canada ROGII Full time

    Company OverviewAt ROGII, we are seeking an experienced and skilled Chief Financial Strategist to join our team. This is a unique opportunity to utilize your expertise in financial operations and budget management to drive business growth and success.Job DescriptionThe Chief Financial Strategist will be responsible for overseeing the organization's financial...


  • Calgary, Alberta, Canada BRANRON HOLDING INC. Full time

    Job OverviewWe are seeking an experienced Senior Financial Strategist to join our team at BRANRON HOLDING INC.Salary and BenefitsThe successful candidate will be offered a competitive salary of $315,000 per year, with opportunities for bonuses and professional growth.Job DescriptionAs a Senior Financial Strategist, you will be responsible for:Financial...

  • Marketing Strategist

    4 weeks ago


    Calgary, Alberta, Canada AAA PETROLEUM MAINTENANCE Full time

    Job Title: Marketing StrategistAbout the Role:We are seeking a highly skilled Marketing Strategist to join our team at AAA Petroleum Maintenance. As a Marketing Strategist, you will be responsible for advising clients on advertising and sales promotion strategies, conducting public opinion and attitude surveys, and developing a portfolio of marketing...


  • Calgary, Alberta, Canada Neo Financial Full time

    We're building a better financial future for all Canadians at Neo, and we need a talented Digital Marketing Strategist to help us achieve our goals.As a key member of our marketing team, you'll be responsible for driving customer acquisition and retention through performance marketing channels. Your expertise will enable us to create effective campaigns that...


  • Calgary, Alberta, Canada ROGII Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at ROGII. The ideal candidate will have a strong background in finance and be able to coordinate the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesPlan and control budget and expendituresReview budgets and...


  • Calgary, Alberta, Canada MaxPro Tax Inc. Full time

    At Max/Pro Tax Inc., we are seeking a skilled Senior Financial Strategist to oversee our financial management. The ideal candidate will have experience in planning and controlling budgets, establishing policies, and designing investment strategies. Key responsibilities include monitoring financial control systems, managing contracts, and advising senior...

  • Marketing Strategist

    4 weeks ago


    Calgary, Alberta, Canada Best Asia Tire Corp Full time

    Job Title: Marketing StrategistAbout the Role:We are seeking a highly skilled Marketing Strategist to join our team at Best Asia Tire Corp. As a Marketing Strategist, you will be responsible for conducting comparative research on marketing strategies for industrial and commercial products, advising clients on advertising or sales promotion strategies, and...


  • Calgary, Alberta, Canada MaxPro Tax Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Max/Pro Tax Inc. The ideal candidate will have a strong background in financial planning and management, with a focus on budgeting and investment strategies.Key ResponsibilitiesDevelop and implement comprehensive financial plans and budgetsDesign and manage investment...


  • Calgary, Alberta, Canada ROGII Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at ROGII. The ideal candidate will have a strong background in financial operations and budget planning, with a proven track record of optimizing financial performance.Key ResponsibilitiesCoordinate the organization's financial operations and budget activities to optimize...


  • Calgary, Alberta, Canada ROGII Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at ROGII. As a key member of our finance department, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesPlan and control budget and expendituresCoordinate financial...


  • Calgary, Alberta, Canada ATB Financial Full time

    At ATB Financial, we strive to empower our clients and communities through innovative financial solutions. As a recognized top employer in Canada, we prioritize a high-performance culture that values employee growth and development.About the RoleThis senior position plays a critical role in managing a portfolio of senior debt relationships with clients....