Senior Financial Services Executive

1 month ago

Edmonton, Alberta, Canada Aviso Wealth Full time
Job Title: Senior Financial Services Executive

We are seeking a highly skilled and experienced Senior Financial Services Executive to join our team at Aviso Wealth. As a leading wealth management and investment services provider, we are committed to delivering exceptional results for our clients and partners.

The successful candidate will be responsible for developing and executing sales strategies to drive growth and revenue in the assigned territory. This will involve working closely with investment advisors, portfolio managers, and other stakeholders to promote our solutions and meet the needs of their investors.

Key Responsibilities:

  • Develop annual territory sales plans and budgets to meet corporate objectives
  • Work directly with investment advisors to promote the application of our solutions to meet the needs of their investors
  • Drive sales results for designated mutual fund suites of products within the assigned territory
  • Develop and share best practices, sales, marketing, and business development ideas and strategies with peers and advisors

Requirements:

  • Post-secondary degree/diploma in Business Administration or related field
  • CSC certification required; CFA and MBA preferred
  • 5+ years of investments sales experience
  • Energetic and friendly individual with self-management skills

What We Offer:

  • Excellent health, dental, and insurance benefits
  • Matching contributions to our retirement program
  • Regular social events to foster teamwork

Aviso Wealth is a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance, and trust companies. We are committed to delivering exceptional results for our clients and partners, and we are seeking a highly skilled and experienced Senior Financial Services Executive to join our team.

  • Senior Executive

    1 week ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Biznes Financial Services Inc is seeking a Senior Executive - Financial Strategy to lead the development and implementation of our financial strategy.Key ResponsibilitiesDevelop and implement financial plans and strategies to achieve business objectivesManage financial resources and ensure effective allocation of fundsEstablish and maintain financial...

  • Senior Executive Officer

    7 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Biznes Financial Services Inc is seeking a Senior Executive Officer to lead our financial operations. The ideal candidate will have a Bachelor's degree and 3 years to less than 5 years of experience in financial management.Key ResponsibilitiesAllocate resources to implement organizational policies and programsEstablish objectives for the organization and...

  • Senior Financial Strategist

    6 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Job SummaryBiznes Financial Services Inc is seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key ResponsibilitiesDevelop and implement financial strategies to achieve business...

  • Senior Executive

    1 week ago

    Edmonton, Alberta, Canada Moe Pinty Contracting Full time

    At Sparkle Touch Inc., we are seeking a highly skilled Senior Executive to lead our Financial and Business Services department. The ideal candidate will have a Bachelor's degree and 3-5 years of experience in a similar role.Budgetary ResponsibilitiesThe successful candidate will be responsible for allocating resources to implement organizational policies and...

  • Chief Financial Officer

    1 month ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Job SummaryBiznes Financial Services Inc is seeking a highly skilled Chief Financial Officer to lead our financial operations and drive business growth. As a key member of our executive team, you will be responsible for developing and implementing financial strategies, managing financial resources, and ensuring the financial health of the organization.Key...

  • Chief Financial Officer

    1 month ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Job SummaryBiznes Financial Services Inc is seeking a highly skilled Chief Financial Officer to lead our financial operations and drive business growth. As a key member of our executive team, you will be responsible for developing and implementing financial strategies, managing financial resources, and ensuring the financial health of the organization.Key...

  • Senior Business Executive

    4 weeks ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Business General Manager to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will be responsible for driving business growth and development, while ensuring the effective management of our operations.Key ResponsibilitiesStrategic Planning: Develop and...

  • Senior Business Executive

    2 months ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Business General Manager to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will be responsible for driving business growth and development, while ensuring the effective management of our operations.Key ResponsibilitiesStrategic Planning: Develop and...

  • Senior Financial and Communications Executive

    4 weeks ago

    Edmonton, Alberta, Canada Sparkle touch inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial and Communications Executive to join our team at NORTHSTAR QUILTING AND SUPPLIES INC. The successful candidate will be responsible for leading our financial and administrative functions, as well as developing and implementing effective communication strategies.Key...

  • Senior Financial and Communications Executive

    4 weeks ago

    Edmonton, Alberta, Canada Sparkle touch inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial and Communications Executive to join our team at NORTHSTAR QUILTING AND SUPPLIES INC. The successful candidate will be responsible for leading our financial and administrative functions, as well as developing and implementing effective communication strategies.Key...

  • Senior Executive Leader

    1 week ago

    Edmonton, Alberta, Canada PABLA'S ACCOUNTING & TAX SERVICES INC. Full time

    PABLA\u2019S ACCOUNTING & TAX SERVICES INC. is seeking a highly skilled Senior Executive Leader to oversee the strategic direction and growth of our organization. The ideal candidate will possess exceptional leadership abilities, with a proven track record of allocating resources, establishing departments, and formulating policies.The Senior Executive Leader...

  • Senior Executive

    4 weeks ago

    Edmonton, Alberta, Canada Sparkle touch inc Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team at Sparkle Touch Inc. as a Senior Executive - Financial Operations. This is a key leadership position that requires a strong background in financial management, strategic planning, and team leadership.Key ResponsibilitiesFinancial Management: Develop and implement...

  • Senior Executive

    2 months ago

    Edmonton, Alberta, Canada Sparkle touch inc Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team at Sparkle Touch Inc. as a Senior Executive - Financial Operations. This is a key leadership position that requires a strong background in financial management, strategic planning, and team leadership.Key ResponsibilitiesFinancial Management: Develop and implement...

  • Senior Financial Advisor

    3 days ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Arrow Financial Business. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide proactive and personalized financial advice to...

  • Senior Executive Leader

    2 weeks ago

    Edmonton, Alberta, Canada PABLA'S ACCOUNTING & TAX SERVICES INC. Full time

    Job Title: Senior Executive LeaderPABLA'S ACCOUNTING & TAX SERVICES INC. is seeking a highly skilled Senior Executive Leader to join our team.Key Responsibilities:Develop and implement organizational policies and programs to drive business growth and success.Lead the establishment of major departments and associated senior staff positions, ensuring optimal...

  • Senior Business Executive

    1 week ago

    Edmonton, Alberta, Canada J & D Food Services Full time

    Job Summary: We are seeking a highly skilled Senior Business Executive to lead our sales and marketing efforts at J & D Food Services. The ideal candidate will have a strong background in business management, with experience in allocating resources, establishing departments, and coordinating regional work.Key Responsibilities:Allocate material, human, and...

  • Senior Financial Advisor

    1 month ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Arrow Financial Business. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Senior Financial Advisor

    1 month ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Arrow Financial Business. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Senior Financial and Communications Executive

    1 month ago

    Edmonton, Alberta, Canada Wassef Construction Ltd. Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial and Communications Executive to join our team at Sparkle Touch Inc. As a key member of our leadership team, you will be responsible for overseeing the financial and administrative functions of the organization, as well as developing and implementing strategic plans to drive business...

  • Senior Financial and Communications Executive

    1 month ago

    Edmonton, Alberta, Canada Wassef Construction Ltd. Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial and Communications Executive to join our team at Sparkle Touch Inc. As a key member of our leadership team, you will be responsible for overseeing the financial and administrative functions of the organization, as well as developing and implementing strategic plans to drive business...