Elevate Your Career as a Senior Wealth Strategist
2 weeks ago
We are seeking an experienced and ambitious Senior Wealth Advisor to join our team at Servus Credit Union. As a Senior Wealth Advisor, you will play a vital role in providing exceptional service to our high net-worth members, helping them achieve their financial goals.
Our ideal candidate will have at least 5 years of experience in the wealth industry, including securities and compliance. You will possess thorough knowledge of financial planning, products, policies, procedures, and operations. A Financial Planning designation (CFP) is required, along with Canadian Securities Course & CPH, Conduct and Practices, Life License, and IIROC license.
The successful candidate will be responsible for delivering the full financial planning experience to our target market ($500,000+ investable assets), maintaining up-to-date financial planning and investment industry knowledge, building a financial planning practice with a member-centric focus, and ensuring personal and corporate goals are met or exceeded.
At Servus, we value our employees as members, offering benefits such as profit sharing, voting rights, and access to our services. We also provide training and development opportunities, career advancement potential, flexible work options, competitive compensation, and meaningful work towards individual and corporate goals.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. Our company culture celebrates diversity, authenticity, and community involvement. If you're passionate about making a difference in the lives of our members and contributing to our unique company culture, we encourage you to apply.
-
Senior Financial Strategist
5 days ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Senior Financial StrategistRoyal Bank of Canada is seeking a talented and ambitious Senior Financial Strategist to join our team. As a key member of our wealth management division, you will have the opportunity to work with high-net-worth individuals, families, and business owners, providing personalized financial planning and...
-
Calgary, Alberta, Canada The Wealth Council Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council in Calgary, AB.This is a dynamic opportunity for a seasoned professional to work with high-net-worth clients and corporate clients, providing comprehensive financial planning services.The successful candidate will be responsible for...
-
Senior Financial Planner
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeUnlock Your Potential as a Senior Financial PlannerThe Wealth Council is seeking an experienced and highly motivated Senior Financial Planner to join our dynamic team. This is a fantastic opportunity to work with high-net-worth individuals and corporate clients, providing expert financial planning services that drive real results.About The Wealth CouncilWe...
-
Wealth Management Specialist
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeAs a Senior Financial Planner at The Wealth Council, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth clients and family businesses.About The Wealth CouncilWe are a dynamic and forward-thinking company that prides itself on providing top-notch financial advice to our clients. Our team is comprised of...
-
Senior Business Growth Strategist
4 weeks ago
Calgary, Alberta, Canada People Corporation Full timeUnlock Your Potential as a Senior Business Growth StrategistJoin People Corporation, a national provider of benefits, retirement, wealth, wellness, and human resource solutions, in Calgary. As a Senior Business Growth Strategist, you will be responsible for driving business growth and development through strategic consulting advice, service delivery,...
-
Strategic Wealth Advisor
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeWe are seeking a highly skilled Strategic Wealth Advisor to join our team at The Wealth Council. As a key member of our financial planning division, you will be responsible for providing expert advice and support to our clients in achieving their wealth management goals.The successful candidate will possess excellent analytical and problem-solving skills,...
-
Executive Wealth Planning Strategist
7 days ago
Calgary, Alberta, Canada Scotiabank Full timeAt Scotiabank, we are seeking a highly skilled Executive Wealth Planning Strategist to join our team in Western Canada.About the RoleThis is an exciting opportunity for a seasoned professional with experience in estate and trust consulting to lead the delivery of high-quality solutions across our region.You will be accountable for business development,...
-
Senior Wealth Planning Coordinator Specialist
3 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeUnlock Your Potential as a Senior Wealth Planning Coordinator SpecialistWe are seeking a highly skilled and experienced Senior Wealth Planning Coordinator Specialist to join our team at Royal Bank of Canada (RBC). As a key member of our wealth management team, you will play a crucial role in delivering exceptional client service and supporting our Investment...
-
Marketing Campaign Strategist
2 weeks ago
Calgary, Alberta, Canada Academy of Learning Career College Full timeAbout Us">At Academy of Learning Career College (AOLCC), we pride ourselves on being a leader in skills training and enabling positive futures. Our team of professionals is dedicated to providing the best student experience, and we're seeking a talented Marketing Campaign Strategist to join our ranks.The RoleThis is an exciting opportunity for a highly...
-
Senior Project Strategist
1 week ago
Calgary, Alberta, Canada Argyle Public Relationships Full timeAbout UsArgyle Public Relationships is a renowned reputation management, social impact, and marketing firm with over 400 employees across Canada and the US. Our expertise spans decades, enabling us to craft innovative solutions that address multiple needs simultaneously.Career OpportunityWe are seeking an experienced Senior Project Strategist to join our...
-
Calgary, Alberta, Canada McBride Career Group Inc. Full timeAbout the Role">We are seeking an experienced Commercial Growth Strategist to join our team at McBride Career Group Inc. in Calgary, AB. As a key member of our organization, you will play a crucial role in driving commercial growth, innovation, and success in the sustainable aviation fuel (SAF) sector.">Job Overview">The successful candidate will be...
-
Senior HR Strategist
2 weeks ago
Calgary, Alberta, Canada Humans of HR Full timeJob SummaryWe are seeking a highly skilled Senior HR Strategist to lead our human resources function and drive strategic initiatives. This full-time position is based in Alberta, with relocation assistance provided.About the RoleThe Senior HR Strategist will play a key role in fostering a high-performance culture, managing HR policies and programs, and...
-
Transformational Digital Marketing Strategist
2 weeks ago
Calgary, Alberta, Canada Me'Soul Full timeWe are seeking a highly motivated and experienced Transformational Digital Marketing Strategist to join our independent consultative team at Me'Soul. As a key member of our team, you will be responsible for developing and implementing online marketing strategies to achieve brand awareness through various tasks including promotional and advertising...
-
Calgary, Alberta, Canada Ambrose University Full timeOverviewAmbrose University is a private Christian university located in Southwest Calgary, committed to the integration of Christian faith with academic discipline. We are seeking a highly skilled and experienced Senior Marketing Strategist to lead our marketing efforts.
-
Calgary, Alberta, Canada MatchBox Consulting Group Full timeMatchBox Consulting Group is a leading provider of specialized consulting services. We are seeking an experienced Estimating Manager to join our team in Calgary, Alberta.About the Role:The ideal candidate will have a proven track record in estimating and project management, with a strong focus on delivering high-quality results in a fast-paced...
-
Digital Communications Strategist
2 weeks ago
Calgary, Alberta, Canada Avanti Software Inc. Full timeUnlock Your Potential as a Digital Communications StrategistAvoid the ordinary and embark on an extraordinary career path with Avanti Software Inc. as our Web and Digital Communications Lead.About UsAvanti Software Inc. is a charity that ignites the potential in Calgarians, guided by core values of honesty, caring, respect, and responsibility. We offer a...
-
Elite Financial Strategist
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeCompany OverviewThe Wealth Council is a dynamic organization that prides itself on delivering exceptional financial advice to its high-net-worth and corporate clients. Our team of experts is committed to providing personalized service, leveraging cutting-edge technology to drive results.
-
Chief Talent Strategist
2 weeks ago
Calgary, Alberta, Canada The New Network Full timeThe New Network is seeking a highly skilled Chief Talent Strategist to lead its HR function. This pivotal role combines strategic vision with hands-on execution, making it ideal for someone who thrives in a fast-paced and evolving environment.About the RoleAs a senior leader, you will oversee all aspects of the HR function, from talent acquisition to...
-
Senior UX Strategist
7 days ago
Calgary, Alberta, Canada Neo Financial Full timeWe're building a more rewarding financial experience for all Canadians at Neo, and we need your expertise to make it happen.This is an exciting opportunity for an experienced Senior UX Strategist to join our team as a Principal Product Designer. You'll work closely with cross-functional teams to drive design vision and strategy that meets the needs of our...
-
Elevate Your Retail Career as a Store Leader
4 weeks ago
Calgary, Alberta, Canada Best Buy Full timeWe're seeking an experienced Retail Store Manager to lead our Calgary market team. As a key member of our leadership team, you'll oversee all aspects of our store, from managing a team of assistant store leaders and advisors to partnering with vendors and driving sales results.About the Role:Oversight of store operations, including team management, inventory...