Financial Services Consultant
1 day ago
We are seeking a skilled Financial Planner to join our team at BMO Financial Group. As a Financial Planner, you will play a key role in helping our customers achieve their financial goals.
Key Responsibilities- Financial Planning: Provide financial and investment planning advice to customers, tailoring solutions to meet their unique needs.
- Client Engagement: Develop strong relationships with customers, understanding their financial objectives and providing guidance on achieving them.
- Sales and Performance: Meet or exceed sales targets by effectively promoting managed products and services to customers.
- Business Development: Identify opportunities to grow our business through proactive engagement with new and existing customers, referrals, and strategic partnerships.
- Bachelor's degree in a related field of study or equivalent combination of education and experience.
- Typically 3-5 years of relevant experience in financial services.
- Advanced working knowledge of financial industry trends, products, and regulations.
- Strong communication, interpersonal, and problem-solving skills.
- A competitive salary of $55,000 plus commission potential.
- Ongoing training and development opportunities to enhance your skills and expertise.
- A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
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Financial Services Consultant
2 weeks ago
Edmonton, Alberta, Canada BMO Financial Full timeAbout the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at BMO Financial Group.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet client goals and objectives.Analyze data and market trends to provide expert advice on investment strategies.Cultivate strong relationships with clients to...
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Financial Services Consultant
1 day ago
Edmonton, Alberta, Canada BMO Financial Full timeBMO Financial offers an exciting opportunity for a career-driven individual to excel as a Financial Services Consultant. With a strong foundation in financial planning and analysis, you will be responsible for delivering tailored solutions to clients, helping them achieve their financial goals.About the RoleDevelop and maintain relationships with existing...
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Top Financial Consultant
3 days ago
Edmonton, Alberta, Canada BMO Financial Full timeRole OverviewBMO Financial Group is seeking a highly skilled and motivated Top Financial Consultant to join their team. This exciting opportunity will enable you to leverage your expertise in financial planning and customer service to drive business growth.As a Top Financial Consultant, you will play a key role in delivering exceptional customer experiences...
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Financial Services Consultant
1 week ago
Edmonton, Alberta, Canada Disability Solutions Full timeAre you a highly motivated and organized individual with a passion for finance? Do you enjoy building relationships and providing guidance to others? If so, we may have the perfect opportunity for you! At Disability Solutions, we are seeking a Financial Services Consultant to join our team.As a Financial Services Consultant, you will provide guidance and...
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Consultant en services bancaires
4 weeks ago
Edmonton, Alberta, Canada BMO Financial Group Full timeÀ BMO Groupe financier, nous sommes animés par une raison d'être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d'être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites,...
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Financial Service Representative
1 month ago
Edmonton, Alberta, Canada Fairstone Financial Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Service Representative to join our team at Fairstone Financial Inc.This is a full-time opportunity that offers a broad training program, professional development, and a comprehensive benefits package.Job ResponsibilitiesSupport customers and prospective customers on the phone and...
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Financial Services Specialist
10 hours ago
Edmonton, Alberta, Canada Fairstone Financial Inc. Full timeAbout UsFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions.We offer personal loans and retail point-of-sale financing with a focus on customer service and community engagement.
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Expert Financial Services Professional
2 weeks ago
Edmonton, Alberta, Canada BMO Financial Full timeUnlock Your Earning Potential as a BMO Financial PlannerAs a skilled and motivated individual, you have the opportunity to join BMO Financial Group and embark on a rewarding career as a Financial Planner. With a strong focus on delivering exceptional customer experiences and driving business growth, this role is ideal for those who thrive in fast-paced...
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Loan Solutions Consultant
3 weeks ago
Edmonton, Alberta, Canada Fairstone Financial Inc. Full timeAbout the RoleAs a Consultant in Loan Solutions, you will play a crucial role in supporting customers and prospective customers on the phone and in person to provide exceptional service.Following up on past due customer accounts to ensure timely resolution.Cash controls, including taking payments, to maintain financial integrity.Committing to personal...
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Senior Financial Services Consultant
6 days ago
Edmonton, Alberta, Canada Empire Life Full timeWe are seeking a highly skilled and motivated Account Executive to join our Retail Distribution team. As an experienced sales professional, you will be responsible for developing and executing sales strategies to drive revenue growth in the investment markets.The successful candidate will possess excellent relationship-building skills, with a proven ability...
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Chief Operations Officer for Financial Strategy
2 weeks ago
Edmonton, Alberta, Canada Biznes Financial Services Inc Full timeJob Title: Chief Operations Officer for Financial StrategyWe are seeking an experienced and visionary Chief Operations Officer to lead our financial strategy at Biznes Financial Services Inc.Job Summary:The successful candidate will be responsible for allocating resources, establishing departments, and formulating policies that drive organizational...
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Financial Services Specialist
1 month ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAt CWB Financial Group, we're dedicated to delivering exceptional financial services to our clients. As a Cash Management Specialist, you'll be the primary point of contact for our business clients, providing critical support and expert guidance to help them achieve their goals.Key Responsibilities:Deliver outstanding client experiences through personalized...
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Senior Surety Claims Consultant
1 month ago
Edmonton, Alberta, Canada Intact Financial Corporation Full timeCompany Overview">">Intact Financial Corporation is a leading provider of insurance and financial services in Canada.">We are committed to delivering exceptional customer experiences and building long-term relationships with our clients.">">About the Role">">This Senior Surety Claims Consultant position is a key role within our National Surety Claims...
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ERP Financial Systems Consultant
4 weeks ago
Edmonton, Alberta, Canada JOESOFTWARE Full timeJoesoftware is a leader in creating and implementing software solutions for Microsoft Dynamics ERP applications, including Dynamics GP and Business Central. Our team of experts provides customized software solutions to clients.Job DescriptionWe are seeking an experienced consultant to join our dynamic team in Edmonton, Alberta. The ideal candidate will have...
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Expert Financial Strategist
3 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAt Arrow Financial Business, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. As an essential member of the Canadian Banking Branch network, our focus...
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Senior Financial Administrative Assistant
1 week ago
Edmonton, Alberta, Canada Grewal Immigration Services Ltd. Full timeJob SummaryWe are seeking a highly organized and detail-oriented Senior Financial Administrative Assistant to join our team at Grewal Immigration Services Ltd. This role will be responsible for managing various financial tasks, including accounts receivable, accounts payable, bank reconciliations, payroll, invoicing clients, collecting payments, and...
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Ambitious Financial Expert Opportunities
3 days ago
Edmonton, Alberta, Canada BMO Financial Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team at BMO Financial Group. This is an exciting opportunity for someone who is passionate about helping customers achieve their financial goals.As a Financial Planner, you will be responsible for providing financial and investment planning and advice to deliver...
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Strategic Financial Consultant
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the OpportunityAt Scotiabank, 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 strong relationships with our clients.Job SummaryThis is an exciting opportunity to join our Canadian Banking Branch network as a Senior Financial...
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Data Management Consultant
1 month ago
Edmonton, Alberta, Canada Synnous Consulting GmbH Full timeWe are Synnous Consulting GmbH, a dynamic technological team that implements best practice asset management principles to local governments and utilities. Our team focuses on solutions that rely on an asset inventory maintained in a geodatabase.We utilize cutting-edge technologies by deploying and integrating software packages such as Microsoft Office Excel,...
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Conseiller Financier Expérimenté
1 month ago
Edmonton, Alberta, Canada BMO Financial Group Full timeDétails de l'EmploiLe salaire estimé pour ce poste est compris entre $44,500.00 et $82,500.00, en fonction des facteurs tels que l'emplacement, les compétences, l'expérience, les études et les qualifications.Description du TravailNous recherchons un Conseiller Financier expérimenté pour rejoindre notre équipe à BMO Groupe financier. Vous...