Financial Planning and Wealth Management Professional
2 weeks ago
The Royal Bank of Canada is a leading financial institution dedicated to helping our clients thrive and communities prosper.
Estimated Salary: $60,000 - $80,000 per yearJob Description:Supporting Financial Planners:- Assist with client meeting preparations and provide support for simple investment solutions and referrals.
- Maintain a high level of client satisfaction through accurate documentation and follow-ups.
- Identify areas for improvement in client tasks and implement efficient routines.
- Foster client growth by identifying needs, making referrals, and acquiring new investment clients.
- Work closely with the team to achieve goals and stay up-to-date with industry developments.
- Possess mutual funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
- Hold previous experience in investments.
- Demonstrate excellent communication skills, including interacting with partners effectively.
- Showcase problem-solving abilities, managing competing priorities, and multi-tasking skills.
- Flexibility and eagerness to learn.
- Strong personal ethics and a drive for success.
- Able to work independently and as part of a team, showcasing collaboration skills.
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Financial Planning Professional
4 weeks ago
Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full timeJob Summary:We are seeking a skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Identify client life and financial goals,...
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Wealth Management Specialist
2 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeJob Role OverviewAs a Wealth Management Specialist at RBC Dominion Securities Inc., you will be responsible for providing expert guidance and personalized service to high-net-worth individuals, families, and business owners in achieving their financial goals.Key Responsibilities:Build and maintain long-term relationships with clients to understand their...
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Financial Services Professional
3 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment AdvisorAt RBC Dominion Securities Inc., we're seeking a skilled Investment Advisor to help high-net-worth individuals, families, and business owners achieve their financial goals. As an Investment Advisor, you'll leverage our extensive investment and wealth management resources to create customized portfolios and wealth plans for your...
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Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading financial institution that offers comprehensive wealth management solutions to high-net-worth individuals, families, and business owners.
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Financial Planning Professional
2 weeks ago
Lethbridge, Alberta, Canada Royal Bank of Canada> Full timeAbout This RoleAt Royal Bank of Canada, we're committed to helping our clients achieve their financial goals. As a Financial Planning Professional, you'll play a key role in providing exceptional client service and support to our Financial Planners.About the JobThis is a full-time salaried position working 37.5 hours per week in Lethbridge, Canada. The ideal...
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Financial Planning Professional
1 week ago
Lethbridge, Alberta, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas. Our purpose: 'for every future', guides us to help our clients, their families, and communities achieve success through advice, products, and services.A competitive compensation package, including a salary of $70,000 - $100,000 per year, based on experience, awaits successful candidates. Benefits include access...
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Lethbridge, Alberta, Canada Royal Bank of Canada> Full timeRole SummaryThe Investment and Retirement Planning Associate role is a key position within our organization, providing critical support to our Financial Planners and enabling them to focus on delivering expert advice and acquiring new clients. In this capacity, you will contribute to a superior client experience by offering value-added support and resolving...
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Investment Advisor
1 month ago
Lethbridge, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a financial expert with RBCAs a Strategic Financial Advisor at RBC Dominion Securities, you will help your clients achieve their financial goals while building a successful career. You will have the opportunity to work with high-net-worth individuals, families, and business owners, providing personalized...
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Strategic Wealth Development Specialist
2 weeks ago
Lethbridge, Alberta, Canada Scotiabank Full timeEstimated annual salary: $110,000 - $140,000.Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose of 'for every future.' The organization helps its customers, their families, and communities achieve success through various advice, products, and services, including personal and commercial banking, wealth management, private...
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Distinguished Financial Strategist
2 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeGrow your business, your way – with RBC Dominion Securities.Company Overview: At RBC Dominion Securities Inc., you have the opportunity to help clients reach their financial goals while enjoying a fulfilling career. We offer a comprehensive platform for investment and wealth management, empowering our advisors to succeed in an ever-evolving...
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Financial Bookkeeping Professional
1 week ago
Lethbridge, Alberta, Canada Bridge City Cabs Ltd. Full timeJob Title: Financial Bookkeeping ProfessionalWe are seeking a skilled Financial Bookkeeping Professional to join our team at Bridge City Cabs Ltd.About the RoleThis is a permanent full-time position working 32 hours per week. The ideal candidate will have a Bachelor's degree and 2 years of experience in accounting, with a strong understanding of financial...
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Investment Advisor
4 weeks ago
Lethbridge, Alberta, Canada RBC Dominion Securities Inc. Full timeJob OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals by providing expert advice and guidance on investment and wealth management strategies.Key Responsibilities:Build and maintain strong relationships...
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Financial Planning Specialist
1 week ago
Lethbridge, Alberta, Canada Select People Solutions Full timeSelect People Solutions is seeking a detail-oriented and analytical Financial Planning Specialist to administer payroll, manage accounts payable and receivable, prepare financial statements, and oversee invoices for various clients.CompensationThe successful candidate can expect a competitive hourly rate of $32.50 based on experience, with regular working...
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Strategic Financial Consultant
2 weeks ago
Lethbridge, Alberta, Canada Scotiabank Full timeFinancial Planner Job DescriptionCompany Overview:Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services.Salary: The estimated annual salary for this role is between $80,000 to $120,000 CAD,...
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Investment Portfolio Manager
1 week ago
Lethbridge, Alberta, Canada Royal Bank of Canada> Full timeInvestment Advisor OpportunityAbout the RoleAs an Investment Advisor at Royal Bank of Canada, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement customized investment plans to meet clients'...
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Financial Record Manager
2 months ago
Lethbridge, Alberta, Canada beBee Professionals Full time $45,000 - $60,000Accounting Role at beBee ProfessionalsWe are seeking a detail-oriented accounting professional to join our finance team at beBee Professionals in Lethbridge. As a key member of our team, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key...
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Strategic Financial Solutions Specialist
1 week ago
Lethbridge, Alberta, Canada Servus Credit Union Full timeJob OverviewServus Credit Union is seeking a skilled Financial Advisor to join our team at the Crossings Lethbridge branch. As a key member of our organization, you will play a vital role in developing long-term relationships with members and delivering customized financial solutions that shape their financial fitness.About UsServus Credit Union is Alberta's...
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Financial Services Audit Manager
1 week ago
Lethbridge, Alberta, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a seasoned Financial Services Audit Manager to join our dynamic team at KPMG Canada. In this critical role, you will be responsible for overseeing and managing audits of clients across various sectors.Key Responsibilities:Lead audit teams in planning and executing audit engagements to ensure timely completion and high-quality...
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Senior Financial Manager
4 weeks ago
Lethbridge, Alberta, Canada Select People Solutions Full timeFinancial Operations DirectorWe are seeking a highly skilled and experienced Financial Operations Director to join our team at Select People Solutions. As a key member of our organization, you will be responsible for managing the financial operations of our client's diverse portfolio of business entities.Key Responsibilities:Financial Reporting and...
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Lethbridge, Alberta, Canada Sun Life Full timeCompany OverviewSun Life is a leading financial services company that offers a range of insurance and wealth products to help individuals achieve their long-term goals.We are committed to helping our clients make informed decisions about their financial futures, and we believe that our advisors play a critical role in this process.